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 |
|---|---|---|
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY VANTAGEN, LLC Service code 17 · EIN 23-2932984 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Pension Consulting | $13,224 |
Filed as: KESTRA INVESTMENT SERVICES Service code 26 · EIN 74-2794194 5707 SOUTHWEST PKWY, BLDG 2 · AUSTIN, TX 78735 | Advisory (Participants) | $11,727 |
AMERICAN FUNDS11+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 13 333 S HOPE STREET · LOS ANGELES, CA 90071 | Contract Administrator | $5,134 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $178,174-100.0% | $156,181-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.8%-78.8pp | 80.0%-80.0pp |
| Annual return | 9.27% | 84.19%-74.9pp | 64.87%-55.6pp | 220.34%-211.1pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |