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 9-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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Service code 27 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $13,791 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,570 |
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $836 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $390 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 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 | $29,754 | $99,985-70.2% | $146,665-79.7% | $85,850-65.3% |
| Participation rate | 89.5% | 73.1%+16.4pp | 80.1%+9.4pp | 69.3%+20.2pp |
| Annual return | 10.08% | 18.93%-8.8pp | 22.74%-12.7pp | 318.53%-308.4pp |
| Employer contribution / active EE | $589 | $2,559-77.0% | $4,136-85.7% | $2,565-77.0% |
| Participant deferral / active EE | $2,357 | $4,006-41.2% | $5,506-57.2% | $3,952-40.4% |
| Admin fee / account holder | $162 | $7,702-97.9% | $10,280-98.4% | $6,260-97.4% |