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 |
|---|---|---|
WALKER BENEFITS, LLC1 year Service code 13 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Contract Administrator | $6,920 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 64 · EIN 20-3691658 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $300 |
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 | $71,385 | $64,909+10.0% | $82,313-13.3% | $62,292+14.6% |
| Participation rate | 79.3% | 74.9%+4.5pp | 76.9%+2.4pp | 69.5%+9.8pp |
| Annual return | 18.98% | 21.18%-2.2pp | 25.88%-6.9pp | 28.90%-9.9pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,349 | $3,103+7.9% | $3,706-9.6% | $3,169+5.7% |
| Admin fee / account holder | $69 | $440-84.2% | $5,608-98.8% | $479-85.5% |