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.3+ years Filed as: AMERICA'S BEST 401(K) Service code 26 · EIN 47-2843220 | Advisory (Participants) | $68,827 |
LT TRUST COMPANY3+ years Service code 13 · EIN 61-1607607 | Contract Administrator | $49,316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $40,267 | $155,795-74.2% | $136,294-70.5% | $69,631-42.2% |
| Participation rate | 48.3% | 75.2%-26.9pp | 81.9%-33.6pp | 70.7%-22.4pp |
| Annual return | 12.64% | 232464.33%-232451.7pp | 5155.94%-5143.3pp | 27571.02%-27558.4pp |
| Employer contribution / active EE | $833 | $2,991-72.1% | $4,695-82.3% | $2,032-59.0% |
| Participant deferral / active EE | $1,623 | $5,394-69.9% | $6,247-74.0% | $3,224-49.7% |
| Admin fee / account holder | $254 | $128+97.7% | $9,243-97.3% | $110+129.6% |