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: KAHN LITWIN RENZA & CO., LTD. Service code 10 · EIN 05-0409384 P.O. BOX 9146 · DES MOINES, IA 50306 | Accounting | $6,305 |
ABACUS BENEFIT CONSULTANTS INC3 years Service code 13 55 STAMP FARM ROAD · CRANSTON, RI 029213401 | Contract Administrator | $1,950 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $737 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,234 | $52,293+55.3% | $178,490-54.5% | $73,409+10.7% |
| Participation rate | 24.4% | 65.3%-40.9pp | 81.9%-57.5pp | 72.2%-47.8pp |
| Annual return | 7.26% | 34.75%-27.5pp | 151.07%-143.8pp | 59.29%-52.0pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,230 | $2,332-47.3% | $5,202-76.4% | $3,805-67.7% |
| Admin fee / account holder | $10 | $127-92.5% | $13,984-99.9% | $158-93.9% |