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: HM CAPITAL MANAGEMENT ,LLC Service code 16 · EIN 20-3287389 | Consulting | $11,299 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,761 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,176 | $44,221+8.9% | $121,196-60.2% | $56,287-14.4% |
| Participation rate | 71.8% | 61.1%+10.7pp | 71.7%0pp | 69.9%+1.9pp |
| Annual return | -5.11% | -3.58%-1.5pp | 16.93%-22.0pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,125 | $1,480-24.0% | $4,022-72.0% | $2,111-46.7% |
| Participant deferral / active EE | $3,703 | $2,521+46.9% | $3,344+10.7% | $3,350+10.5% |
| Admin fee / account holder | $123 | $480-74.4% | $5,019-97.5% | $521-76.4% |