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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $56,043 |
WARREN AVERETT, LLC5 years Filed as: WARREN AVERETT ASSET MANAGEMENT LLC Service code 27 2500 ACTION RD · BIRMINGHAM, AK 35243 | Advisory (Plan) | $43,727 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,858 | $42,353-41.3% | $79,550-68.8% | $64,808-61.6% |
| Participation rate | 81.1% | 64.8%+16.3pp | 69.5%+11.6pp | 71.5%+9.6pp |
| Annual return | -10.90% | -12.24%+1.3pp | 0.16%-11.1pp | 32.82%-43.7pp |
| Employer contribution / active EE | $611 | $1,181-48.2% | $2,413-74.7% | $2,506-75.6% |
| Participant deferral / active EE | $541 | $3,170-82.9% | $3,985-86.4% | $4,310-87.5% |
| Admin fee / account holder | $133 | $160-16.7% | $6,832-98.1% | $188-29.3% |