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 6-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 27 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $54,094 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 82618 | Recordkeeping Fees | $49,849 |
NOVA 401(K) ASSOCIATES2 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $22,290 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $46,190 | $129,095-64.2% | $184,200-74.9% | $77,671-40.5% |
| Participation rate | 87.8% | 87.3%+0.4pp | 86.8%+0.9pp | 70.6%+17.2pp |
| Annual return | 15.63% | 33.29%-17.7pp | 28.80%-13.2pp | 31.21%-15.6pp |
| Employer contribution / active EE | $86 | $4,410-98.0% | $6,424-98.7% | $2,726-96.8% |
| Participant deferral / active EE | $7,203 | $7,300-1.3% | $9,132-21.1% | $4,648+55.0% |
| Admin fee / account holder | $84 | $256-67.2% | $13,907-99.4% | $430-80.5% |