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 9-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: CAPITAL RESEARCH & MANAGEMENT CO. Service code 15 · EIN 95-6817943 | Recordkeeping | $0 |
Filed as: NORTH SHORE WEALTH PARTNERS INC. Service code 49 | Other Services | $0 |
UNITED BENEFIT PENSIONS INC.4 years Service code 49 · EIN 36-4517541 | Other Services | $0 |
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 | $18,380 | $52,670-65.1% | $90,404-79.7% | $73,409-75.0% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.7%+27.3pp | 72.2%+27.8pp |
| Annual return | 18.78% | 20.70%-1.9pp | 1293.02%-1274.2pp | 59.29%-40.5pp |
| Employer contribution / active EE | $823 | $1,872-56.0% | $3,262-74.8% | $2,234-63.1% |
| Participant deferral / active EE | $3,612 | $2,807+28.7% | $3,963-8.9% | $3,805-5.1% |
| Admin fee / account holder | $22 | $117-80.9% | $5,611-99.6% | $158-85.9% |