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 |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RET. PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,394 |
ABACUS BENEFIT CONSULTANTS INC8+ years Filed as: ABACUS BENEFIT CONSULTANTS Service code 13 · EIN 05-0460654 55 STAMP FARM ROAD · CRANSTON, RI 02921 | Contract Administrator | $713 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, MD 549147503 | Contract Administrator | $638 |
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 | $38,030 | $51,197-25.7% | $82,719-54.0% | $66,914-43.2% |
| Participation rate | 70.8% | 67.8%+3.0pp | 72.6%-1.7pp | 69.8%+1.0pp |
| Annual return | -16.60% | -9.64%-7.0pp | 701.18%-717.8pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,886 | $2,611-27.8% | $3,009-37.3% | $2,544-25.9% |
| Participant deferral / active EE | $2,723 | $3,458-21.3% | $4,395-38.0% | $4,237-35.7% |
| Admin fee / account holder | $3 | $416-99.4% | $5,329-100.0% | $593-99.6% |