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 3-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 |
|---|---|---|
RESOURCE BENEFITS ADMINISTRATORS1+ years Service code 15 · EIN 74-2533381 | Recordkeeping | $5,675 |
AMERICAN FUNDS1+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVS Service code 15 · EIN 72-4555287 | Recordkeeping | $4,726 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $34,971 | $49,451-29.3% | $79,550-56.0% | $66,914-47.7% |
| Participation rate | 62.6% | 61.3%+1.3pp | 69.5%-6.9pp | 69.8%-7.2pp |
| Annual return | -16.57% | 84.25%-100.8pp | 0.16%-16.7pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,087 | $1,266-14.1% | $2,413-55.0% | $2,544-57.3% |
| Participant deferral / active EE | $3,002 | $3,159-4.9% | $3,985-24.7% | $4,237-29.1% |
| Admin fee / account holder | $91 | $595-84.6% | $6,832-98.7% | $593-84.6% |