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 |
|---|---|---|
S. HEMBREE5 years Filed as: HEMBREE TPA, INC. Service code 13 13660 N. 94TH DRIVE · PEORIA, AZ 85381 | Contract Administrator | $6,505 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 SERVICES · IRVINE, CA 92618 | Recordkeeping Fees | $1,150 |
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 | $66,790 | $101,499-34.2% | $147,005-54.6% | $74,546-10.4% |
| Participation rate | 94.4% | 75.5%+18.9pp | 82.2%+12.3pp | 67.2%+27.2pp |
| Annual return | 17.50% | 8732.34%-8714.8pp | 418.76%-401.3pp | 1366.03%-1348.5pp |
| Employer contribution / active EE | $2,912 | $3,811-23.6% | $4,934-41.0% | $2,624+11.0% |
| Participant deferral / active EE | $6,697 | $7,304-8.3% | $8,070-17.0% | $4,347+54.0% |
| Admin fee / account holder | -$0 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |