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 |
|---|---|---|
BREWSTER & BREWSTER, INC.2 years Service code 13 370 BLACKBROOK RD. · PAINESVILLE, OH 440771217 | Contract Administrator | $12,970 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,153 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,912 | $44,873-13.3% | $79,464-51.0% | $56,287-30.9% |
| Participation rate | 81.0% | 68.7%+12.3pp | 73.3%+7.7pp | 69.9%+11.2pp |
| Annual return | -3.58% | 0.81%-4.4pp | 718.14%-721.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $234 | $2,140-89.1% | $2,800-91.7% | $2,111-88.9% |
| Participant deferral / active EE | $2,816 | $2,746+2.5% | $3,704-24.0% | $3,350-15.9% |
| Admin fee / account holder | $7 | $418-98.4% | $5,113-99.9% | $521-98.7% |