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 |
|---|---|---|
Filed as: CARR RIGGS & INGRAM Service code 10 · EIN 72-1396621 | Accounting | $9,750 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $500 |
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 | $60,936 | $72,492-15.9% | $87,100-30.0% | $72,985-16.5% |
| Participation rate | 78.1% | 72.8%+5.3pp | 76.9%+1.3pp | 69.5%+8.6pp |
| Annual return | 19.77% | 24.46%-4.7pp | 28.19%-8.4pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,246 | $1,894-34.2% | $2,521-50.6% | $2,440-48.9% |
| Participant deferral / active EE | $1,767 | $3,270-45.9% | $4,049-56.3% | $3,607-51.0% |
| Admin fee / account holder | $114 | $5,055-97.8% | $7,497-98.5% | $5,124-97.8% |