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 8-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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 20-3691658 | Recordkeeping Fees | $11,091 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 17 · EIN 11-3665754 | Pension Consulting | $2,550 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $168 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,291 | $99,957-70.7% | $149,696-80.4% | $73,488-60.1% |
| Participation rate | 74.3% | 75.7%-1.4pp | 82.5%-8.2pp | 70.7%+3.6pp |
| Annual return | 21.35% | 53.87%-32.5pp | 276.60%-255.2pp | 28.51%-7.2pp |
| Employer contribution / active EE | $2,270 | $3,191-28.9% | $4,644-51.1% | $2,2700% |
| Participant deferral / active EE | $4,646 | $6,073-23.5% | $6,842-32.1% | $3,740+24.2% |
| Admin fee / account holder | $40 | $551-92.8% | $9,309-99.6% | $513-92.3% |