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 5-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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVS Service code 15 · EIN 82-4555287 | Recordkeeping | $7,249 |
Filed as: RESOURCE BENEFITS ADMINSTRATORS Service code 15 · EIN 74-2533381 | Recordkeeping | $3,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $8,171 | $101,317-91.9% | $146,958-94.4% | $74,495-89.0% |
| Participation rate | 63.7% | 75.5%-11.8pp | 82.2%-18.4pp | 67.2%-3.5pp |
| Annual return | 15.85% | 8730.91%-8715.1pp | 418.34%-402.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,630 | $7,303-64.0% | $8,070-67.4% | $4,346-39.5% |
| Admin fee / account holder | $48 | $1,739-97.3% | $12,998-99.6% | $1,942-97.5% |