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 ADMINISTRATORS2+ years Service code 15 · EIN 74-2533381 | Recordkeeping | $2,975 |
AMERICAN FUNDS2+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVS Service code 15 · EIN 72-4555287 | Recordkeeping | $2,890 |
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 | $45,165 | $54,701-17.4% | $86,188-47.6% | $71,457-36.8% |
| Participation rate | 62.1% | 60.1%+2.0pp | 69.0%-6.9pp | 67.9%-5.9pp |
| Annual return | 20.05% | 20.06%0pp | 1168.45%-1148.4pp | 28.85%-8.8pp |
| Employer contribution / active EE | $935 | $1,265-26.1% | $2,380-60.7% | $2,588-63.9% |
| Participant deferral / active EE | $2,856 | $3,108-8.1% | $3,985-28.3% | $4,289-33.4% |
| Admin fee / account holder | $52 | $1,922-97.3% | $6,852-99.2% | $1,587-96.7% |