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 |
|---|---|---|
THE ADVISORY GROUP8+ years Service code 27 20955 PATHFINDER RD., STE 110 · DIAMOND BAR, CA 91765 | Advisory (Plan) | $28,839 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 20-3691658 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $7,688 |
Service code 13 PO BOX 64130 · TUCSON, AZ 85728 | Contract Administrator | $1,575 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,831 | $50,199+116.8% | $70,092+55.3% | $66,914+62.6% |
| Participation rate | 96.8% | 66.3%+30.4pp | 70.5%+26.3pp | 69.8%+27.0pp |
| Annual return | -15.06% | -13.85%-1.2pp | 190.73%-205.8pp | 1.58%-16.6pp |
| Employer contribution / active EE | $8,288 | $1,864+344.6% | $2,559+223.9% | $2,544+225.7% |
| Participant deferral / active EE | $6,554 | $3,112+110.6% | $3,849+70.3% | $4,237+54.7% |
| Admin fee / account holder | $204 | $600-66.0% | $6,267-96.7% | $593-65.7% |