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 |
|---|---|---|
Service code 64 | Recordkeeping Fees | $15,495 |
AMERICA'S 401K, INC.4+ years Service code 13 · EIN 75-2261114 8131 LBJ FREEWAY, SUITE 770 · DALLAS, TX 75251 | Contract Administrator | $11,024 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,522 |
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 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 | $14,040 | $35,485-60.4% | $74,550-81.2% | $55,725-74.8% |
| Participation rate | 84.8% | 62.5%+22.3pp | 69.1%+15.7pp | 70.9%+14.0pp |
| Annual return | -5.31% | 0.72%-6.0pp | 32.53%-37.8pp | 244.93%-250.2pp |
| Employer contribution / active EE | $91 | $777-88.2% | $1,961-95.3% | $2,078-95.6% |
| Participant deferral / active EE | $2,072 | $2,181-5.0% | $3,108-33.3% | $3,356-38.2% |
| Admin fee / account holder | $65 | $114-43.3% | $5,060-98.7% | $115-43.7% |