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 |
|---|---|---|
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $64,124 |
AMERICAN FUNDS2+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $51,476 |
KREISCHER MILLER1 year Service code 10 · EIN 23-1980475 | Accounting | $16,275 |
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 | $190,793 | $82,279+131.9% | $77,999+144.6% | $63,975+198.2% |
| Participation rate | 99.7% | 84.7%+15.1pp | 75.5%+24.2pp | 71.1%+28.6pp |
| Annual return | 6.92% | 11.20%-4.3pp | 425.96%-419.0pp | 48.65%-41.7pp |
| Employer contribution / active EE | $8,948 | $3,297+171.4% | $2,470+262.2% | $2,182+310.1% |
| Participant deferral / active EE | $9,582 | $4,538+111.1% | $3,497+174.0% | $3,356+185.5% |
| Admin fee / account holder | $39 | $81-51.5% | $5,480-99.3% | $70-43.9% |