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 |
|---|---|---|
GIERL AUGUSTINE INVESTMENT1 year Service code 27 344 NORTH PIKE ROAD · SARVES, PA 16055 | Advisory (Plan) | $20,907 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $8,246 |
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 | $69,009 | $47,977+43.8% | $154,107-55.2% | $56,287+22.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.53% | 3.54%-9.1pp | 735.12%-740.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $8,050 | $2,169+271.2% | $5,298+52.0% | $2,111+281.3% |
| Participant deferral / active EE | $4,921 | $2,392+105.7% | $5,081-3.1% | $3,350+46.9% |
| Admin fee / account holder | $117 | $438-73.4% | $13,411-99.1% | $521-77.6% |