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 6-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 37 · EIN 04-2647786 | Loan Processing | $138,441 |
AMERICAN FUNDS1 year Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $9,500 |
Form 5500 reported that benefits due were not provided when due.
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 | $248,818 | $114,195+117.9% | $106,548+133.5% | $93,030+167.5% |
| Participation rate | 86.7% | 86.4%+0.3pp | 76.1%+10.6pp | 73.9%+12.8pp |
| Annual return | 17.48% | 22.18%-4.7pp | 26.80%-9.3pp | 158.70%-141.2pp |
| Employer contribution / active EE | $3,499 | $4,009-12.7% | $2,819+24.1% | $2,706+29.3% |
| Participant deferral / active EE | $7,923 | $5,908+34.1% | $4,398+80.1% | $4,562+73.7% |
| Admin fee / account holder | $79 | $105-24.2% | $7,407-98.9% | $152-47.6% |