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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $27,351 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $15,861 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,233 | $52,208-1.9% | $86,612-40.8% | $74,419-31.2% |
| Participation rate | 38.1% | 66.3%-28.2pp | 71.7%-33.6pp | 70.7%-32.6pp |
| Annual return | 12.95% | 44.46%-31.5pp | 591.07%-578.1pp | 34.38%-21.4pp |
| Employer contribution / active EE | $1,096 | $2,282-52.0% | $3,022-63.7% | $2,637-58.4% |
| Participant deferral / active EE | $1,761 | $3,383-48.0% | $4,438-60.3% | $4,528-61.1% |
| Admin fee / account holder | $110 | $319-65.4% | $5,614-98.0% | $348-68.3% |