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 |
|---|---|---|
HOGANTAYLOR LLP1 year Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 | Accounting | $10,000 |
AMERICAN FUNDS7 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 SOUTH HOPE STREET, 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $4,425 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,903 | $27,839-10.5% | $58,482-57.4% | $71,457-65.1% |
| Participation rate | 77.0% | 34.5%+42.5pp | 50.9%+26.1pp | 67.9%+9.1pp |
| Annual return | 13.97% | 26.81%-12.8pp | 4239.32%-4225.3pp | 28.85%-14.9pp |
| Employer contribution / active EE | $2,359 | $631+274.0% | $1,053+124.0% | $2,588-8.8% |
| Participant deferral / active EE | $621 | $1,206-48.5% | $1,924-67.7% | $4,289-85.5% |
| Admin fee / account holder | $141 | $1,641-91.4% | $2,516-94.4% | $1,587-91.1% |