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 CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $18,082 |
KREISCHER MILLER2 years Service code 10 · EIN 23-1980475 | Accounting | $16,667 |
AMERICAN FUNDS1 year Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $7,471 |
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 | $163,499 | $75,284+117.2% | $91,001+79.7% | $69,631+134.8% |
| Participation rate | 99.1% | 80.4%+18.7pp | 75.6%+23.5pp | 70.7%+28.4pp |
| Annual return | 17.11% | 48.40%-31.3pp | 4.60%+12.5pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $5,451 | $2,473+120.4% | $2,456+122.0% | $2,032+168.2% |
| Participant deferral / active EE | $6,394 | $3,700+72.8% | $3,547+80.3% | $3,224+98.4% |
| Admin fee / account holder | $50 | $111-55.1% | $5,417-99.1% | $110-55.0% |