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 7-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 FUNDS2 years Filed as: CAPITAL RESEARCH MANAGEMENT COMPANY Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $12,267 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $4,373 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $2,700 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,144 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 82-1796570 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $80 |
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 | $26,369 | $82,202-67.9% | $125,339-79.0% | $64,808-59.3% |
| Participation rate | 44.9% | 77.9%-32.9pp | 82.4%-37.4pp | 71.5%-26.5pp |
| Annual return | -12.21% | 3.48%-15.7pp | 572.05%-584.3pp | 32.82%-45.0pp |
| Employer contribution / active EE | $2,401 | $3,615-33.6% | $4,814-50.1% | $2,506-4.2% |
| Participant deferral / active EE | $5,101 | $7,175-28.9% | $7,446-31.5% | $4,310+18.3% |
| Admin fee / account holder | $113 | $163-30.7% | $10,010-98.9% | $188-39.8% |