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 |
|---|---|---|
AMERICA'S 401K, INC.1 year Filed as: AMERICA'S BEST 401(K) Service code 26 · EIN 47-2843220 | Advisory (Participants) | $13,813 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $8,786 |
LT TRUST COMPANY1 year Service code 15 · EIN 61-1607607 | Recordkeeping | $6,669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,922 | $92,897-48.4% | $90,782-47.2% | $56,287-14.9% |
| Participation rate | 64.7% | 80.7%-16.0pp | 82.7%-18.0pp | 69.9%-5.2pp |
| Annual return | -4.76% | -2.59%-2.2pp | -3.42%-1.3pp | -9.96%+5.2pp |
| Employer contribution / active EE | $1,019 | $3,871-73.7% | $4,105-75.2% | $2,111-51.7% |
| Participant deferral / active EE | $3,640 | $5,551-34.4% | $5,366-32.2% | $3,350+8.7% |
| Admin fee / account holder | $302 | $440-31.5% | $5,908-94.9% | $521-42.1% |