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 |
|---|---|---|
LONGLEAF ADVISORY SERVICES2 years Service code 27 171 LOTT CT · WEST COLUMBIA, SC 29169 | Advisory (Plan) | $17,227 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $11,058 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W. BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $4,076 |
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 | $28,429 | $88,083-67.7% | $164,813-82.8% | $74,495-61.8% |
| Participation rate | 84.0% | 73.0%+11.0pp | 78.6%+5.4pp | 67.2%+16.8pp |
| Annual return | 15.78% | 17.26%-1.5pp | 69.93%-54.1pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $618 | $2,593-76.2% | $4,341-85.8% | $2,623-76.5% |
| Participant deferral / active EE | $3,275 | $4,498-27.2% | $6,031-45.7% | $4,346-24.6% |
| Admin fee / account holder | $252 | $2,234-88.7% | $12,690-98.0% | $1,942-87.0% |