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 |
|---|---|---|
AMERICA'S 401K, INC.2 years Filed as: 401(K) AMERICA, INC. Service code 49 14071 PEYTON DR UNIT 968 · CHINO HILLS, CA 91709 | Other Services | $7,174 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 | $48,827 | $67,984-28.2% | $65,493-25.4% | $74,304-34.3% |
| Participation rate | 80.9% | 66.3%+14.6pp | 73.1%+7.8pp | 60.3%+20.5pp |
| Annual return | 9.65% | 19.87%-10.2pp | 982.45%-972.8pp | 29.43%-19.8pp |
| Employer contribution / active EE | $1,305 | $2,491-47.6% | $2,574-49.3% | $2,241-41.8% |
| Participant deferral / active EE | $2,259 | $3,346-32.5% | $3,961-43.0% | $3,767-40.0% |
| Admin fee / account holder | $115 | $1,373-91.6% | $5,028-97.7% | $2,969-96.1% |