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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $12,988 |
THE MANDMARBLESTONE GROUP LLC4+ years Filed as: MANDMARBLESTONE GROUP LLC Service code 13 ONE RAYMOND DRIVE · HAVERTOWN, PA 190833100 | Contract Administrator | $579 |
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 | $78,315 | $98,750-20.7% | $149,696-47.7% | $79,858-1.9% |
| Participation rate | 88.8% | 75.8%+13.0pp | 82.5%+6.3pp | 69.6%+19.1pp |
| Annual return | 20.65% | 27.43%-6.8pp | 276.60%-256.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $2,608 | $3,216-18.9% | $4,644-43.8% | $2,471+5.6% |
| Participant deferral / active EE | $7,746 | $5,680+36.4% | $6,842+13.2% | $3,740+107.1% |
| Admin fee / account holder | $80 | $6,053-98.7% | $9,309-99.1% | $5,306-98.5% |