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 SERVICES3 years Service code 27 171 LOTT CT · WEST COLUMBIA, SC 29169 | Advisory (Plan) | $14,632 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $6,703 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W. BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $2,100 |
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 | $27,615 | $96,484-71.4% | $156,263-82.3% | $74,304-62.8% |
| Participation rate | 84.8% | 67.7%+17.1pp | 78.9%+5.9pp | 60.3%+24.4pp |
| Annual return | 17.93% | 17.73%+0.2pp | 59.47%-41.5pp | 29.43%-11.5pp |
| Employer contribution / active EE | $1,049 | $2,528-58.5% | $4,333-75.8% | $2,241-53.2% |
| Participant deferral / active EE | $3,754 | $4,286-12.4% | $6,158-39.0% | $3,767-0.4% |
| Admin fee / account holder | $174 | $3,728-95.3% | $14,255-98.8% | $2,969-94.1% |