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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD., SUITE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $27,912 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $20,537 |
Filed as: NATIONAL PENSION SERVICES CORP Service code 13 206 N. FIRST AVENUE · ARCADIA, CA 91006 | Contract Administrator | $2,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,822 | $51,288+14.7% | $81,983-28.3% | $73,409-19.9% |
| Participation rate | 62.1% | 64.0%-1.9pp | 69.2%-7.1pp | 72.2%-10.0pp |
| Annual return | 17.53% | 29.48%-12.0pp | 41.31%-23.8pp | 59.29%-41.8pp |
| Employer contribution / active EE | $1,891 | $1,487+27.2% | $2,498-24.3% | $2,234-15.3% |
| Participant deferral / active EE | $2,747 | $2,715+1.2% | $3,722-26.2% | $3,805-27.8% |
| Admin fee / account holder | $127 | $125+1.4% | $5,664-97.8% | $158-19.5% |