See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 74-2533381 | Recordkeeping | $2,500 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 15 · EIN 82-4555287 | Recordkeeping | $1,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,217 | $26,549-57.7% | $61,373-81.7% | $66,914-83.2% |
| Participation rate | 61.0% | 38.1%+22.9pp | 52.6%+8.4pp | 69.8%-8.8pp |
| Annual return | -16.94% | -16.21%-0.7pp | 338.61%-355.6pp | 1.58%-18.5pp |
| Employer contribution / active EE | $741 | $651+13.8% | $1,159-36.0% | $2,544-70.9% |
| Participant deferral / active EE | $1,187 | $1,338-11.3% | $2,125-44.1% | $4,237-72.0% |
| Admin fee / account holder | $31 | $409-92.3% | $2,130-98.5% | $593-94.7% |