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 |
|---|---|---|
THE MANDMARBLESTONE GROUP LLC6+ years Service code 13 ONE RAYMOND DRIVE · HAVERTOWN, PA 19083 | Contract Administrator | $12,245 |
SOBEL AND CO LLC CPA2 years Service code 99 293 EISENHOWER PKWY STE 290 · LIVINGSTON, NJ 07029 | Other Fees | $9,000 |
AMERICAN FUNDS6+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,193 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,180 | $54,573+81.7% | $90,951+9.0% | $73,488+35.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 70.7%+29.3pp |
| Annual return | 13.92% | 16.69%-2.8pp | 134.60%-120.7pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,771 | $991+78.6% | $2,122-16.5% | $2,270-22.0% |
| Participant deferral / active EE | $4,526 | $2,517+79.8% | $3,373+34.2% | $3,740+21.0% |
| Admin fee / account holder | $135 | $521-74.0% | $5,959-97.7% | $513-73.6% |