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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,711 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $1 |
Service code 33 | Securities brokerage | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,234 | $76,050-60.2% | $96,544-68.7% | $71,457-57.7% |
| Participation rate | 81.0% | 74.4%+6.6pp | 76.0%+5.0pp | 67.9%+13.1pp |
| Annual return | 14.17% | 22.81%-8.6pp | 25.84%-11.7pp | 28.85%-14.7pp |
| Employer contribution / active EE | $381 | $2,244-83.0% | $2,965-87.2% | $2,588-85.3% |
| Participant deferral / active EE | $2,975 | $4,215-29.4% | $4,851-38.7% | $4,289-30.6% |
| Admin fee / account holder | $21 | $2,707-99.2% | $8,252-99.7% | $1,587-98.7% |