See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WWK ADVISORS, LLC1 year Filed as: WWK ADVISORS LLC Service code 17 126 N CENTER ST · NORTHVILLE, MI 48167 | Pension Consulting | $20,258 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN AUDITORS GROUP Service code 10 1904 E CATALDO AVE · SPOKANE, WA 99202 | Accounting | $5,500 |
Filed as: KDP RETIREMENT PLAN SERVICES INC Service code 10 3060 LAKE EASTBROOK BLVD. SE · GRAND RAPIDS, MI 49512 | Accounting | $2,550 |
AMERICAN FUNDS1 year Service code 15 P.O. BOX 6164 · INDIANAPOLIS, IN 462066273 | Recordkeeping | $2,305 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,079 | $99,957-66.9% | $149,696-77.9% | $73,488-55.0% |
| Participation rate | 71.8% | 75.7%-3.9pp | 82.5%-10.7pp | 70.7%+1.1pp |
| Annual return | 17.70% | 53.87%-36.2pp | 276.60%-258.9pp | 28.51%-10.8pp |
| Employer contribution / active EE | $424 | $3,191-86.7% | $4,644-90.9% | $2,270-81.3% |
| Participant deferral / active EE | $2,221 | $6,073-63.4% | $6,842-67.5% | $3,740-40.6% |
| Admin fee / account holder | $287 | $551-47.9% | $9,309-96.9% | $513-44.1% |