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 |
|---|---|---|
Service code 13 590 LENNON LANE, SUITE 100 · WALNUT CREEK, CA 94598 | Contract Administrator | $8,558 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $2,901 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,856 | $44,229-66.4% | $155,790-90.5% | $55,191-73.1% |
| Participation rate | 84.1% | 60.8%+23.3pp | 76.1%+8.0pp | 69.2%+15.0pp |
| Annual return | 2.04% | 0.37%+1.7pp | 71.54%-69.5pp | 10.78%-8.7pp |
| Employer contribution / active EE | $0 | $1,317-100.0% | $3,836-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,725 | $2,851-39.5% | $4,797-64.0% | $3,046-43.4% |
| Admin fee / account holder | $36 | $86-58.0% | $7,478-99.5% | $91-60.1% |