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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 64 · EIN 82-4555287 | Recordkeeping Fees | $38,521 |
SAGEVIEW ADVISORY GROUP, LLC9 years Service code 27 1920 MAIN ST. · IRVINE, CA 92614 | Advisory (Plan) | $22,497 |
USI CONSULTING GROUP1 year Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Recor... | $20,687 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,416 | $58,778-19.3% | $129,207-63.3% | $77,643-38.9% |
| Participation rate | 52.2% | 59.2%-7.1pp | 69.6%-17.4pp | 70.6%-18.4pp |
| Annual return | 11.61% | 24.73%-13.1pp | 9417.33%-9405.7pp | 31.24%-19.6pp |
| Employer contribution / active EE | $1,301 | $1,952-33.3% | $4,153-68.7% | $2,726-52.3% |
| Participant deferral / active EE | $2,431 | $3,212-24.3% | $4,168-41.7% | $4,647-47.7% |
| Admin fee / account holder | $127 | $589-78.5% | $7,715-98.4% | $430-70.6% |