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 3-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 |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 17 · EIN 35-2552359 | Pension Consulting | $11,786 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 15 · EIN 82-4555287 6455 IRVINE CENTER DR · IRVINE, CA 926184518 | Recordkeeping | $6,424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,269 | $59,417-70.9% | $93,606-81.6% | $74,495-76.8% |
| Participation rate | 51.5% | 59.7%-8.2pp | 68.7%-17.3pp | 67.2%-15.7pp |
| Annual return | 13.94% | 81.83%-67.9pp | 133.20%-119.3pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,545 | $1,264+22.3% | $2,420-36.1% | $2,623-41.1% |
| Participant deferral / active EE | $2,898 | $3,050-5.0% | $4,411-34.3% | $4,346-33.3% |
| Admin fee / account holder | $122 | $3,021-96.0% | $8,285-98.5% | $1,942-93.7% |