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 |
|---|---|---|
Filed as: CLARK SCHAEFER & HACKETT Service code 10 · EIN 31-0800053 | Accounting | $9,000 |
TRI-AD ACTUARIES, INC.3+ years Filed as: TRI-STATE PLAN ADMINISTRATION Service code 10 · EIN 31-1214674 | Accounting | $8,820 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 15 · EIN 95-6817943 | Recordkeeping | $1,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,987 | $80,753-30.7% | $136,294-58.9% | $62,292-10.1% |
| Participation rate | 84.6% | 73.5%+11.0pp | 81.9%+2.6pp | 69.5%+15.0pp |
| Annual return | 20.78% | 35.83%-15.0pp | 5155.94%-5135.2pp | 28.90%-8.1pp |
| Employer contribution / active EE | $2,241 | $2,884-22.3% | $4,695-52.3% | $2,042+9.7% |
| Participant deferral / active EE | $3,973 | $5,164-23.1% | $6,247-36.4% | $3,169+25.4% |
| Admin fee / account holder | $99 | $525-81.1% | $9,243-98.9% | $479-79.3% |