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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SRVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $24,449 |
UBS FINANCIAL SERVICES INC2 years Filed as: USB FINANCIAL SERVICES, INC. Service code 27 P.O. BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $14,356 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS, INC. Service code 13 10 WATERSIDE DRIVE, SUITE 200 · FARMINGTON, CT 06032 | Contract Administrator | $3,180 |
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 | $20,284 | $29,548-31.4% | $56,411-64.0% | $77,643-73.9% |
| Participation rate | 46.8% | 32.7%+14.1pp | 52.5%-5.7pp | 70.6%-23.8pp |
| Annual return | 11.89% | 19.01%-7.1pp | 1701.33%-1689.4pp | 31.24%-19.3pp |
| Employer contribution / active EE | $1,122 | $568+97.7% | $1,039+8.0% | $2,726-58.8% |
| Participant deferral / active EE | $1,651 | $1,061+55.7% | $1,952-15.4% | $4,647-64.5% |
| Admin fee / account holder | $180 | $1,046-82.8% | $2,829-93.6% | $430-58.1% |