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 FUNDS1 year Filed as: CAPITAL GROUP RET PLAN SERVICES Service code 13 · EIN 82-4555287 | Contract Administrator | $150 |
JP MORGAN SECURITIES LLC3 years Service code 27 4004 LEGACY DR · PLANO, TX 750243402 | Advisory (Plan) | $0 |
Filed as: PENTEC PENSION MGT GROUP, INC Service code 15 · EIN 75-2776689 | Recordkeeping | $0 |
Filed as: PENTEC PENSION MGT GROUP, INC. Service code 64 | Recordkeeping Fees | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,751 | $58,879+37.1% | $178,490-54.8% | $73,488+9.9% |
| Participation rate | 4.7% | 66.2%-61.5pp | 81.9%-77.2pp | 70.7%-65.9pp |
| Annual return | 6.56% | 24.86%-18.3pp | 151.07%-144.5pp | 28.51%-22.0pp |
| Employer contribution / active EE | $125 | $2,236-94.4% | $5,011-97.5% | $2,270-94.5% |
| Participant deferral / active EE | $274 | $2,567-89.3% | $5,202-94.7% | $3,740-92.7% |
| Admin fee / account holder | $21 | $400-94.7% | $13,984-99.8% | $513-95.8% |