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 |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $26,910 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $16,083 |
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 | $42,189 | $47,722-11.6% | $82,719-49.0% | $64,808-34.9% |
| Participation rate | 42.8% | 67.6%-24.8pp | 72.6%-29.7pp | 71.5%-28.7pp |
| Annual return | -8.08% | -13.05%+5.0pp | 701.18%-709.3pp | 32.82%-40.9pp |
| Employer contribution / active EE | $1,169 | $2,179-46.3% | $3,009-61.1% | $2,506-53.3% |
| Participant deferral / active EE | $1,871 | $3,329-43.8% | $4,395-57.4% | $4,310-56.6% |
| Admin fee / account holder | $107 | $143-25.4% | $5,329-98.0% | $188-43.2% |