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 |
|---|---|---|
FIRST MASON FINANCIAL LLC2 years Service code 27 33 PUBIC SQUARE · MEDINA, OH 44256 | Advisory (Plan) | $25,186 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,319 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,120 | $54,573-6.3% | $90,951-43.8% | $73,488-30.4% |
| Participation rate | 83.7% | 61.2%+22.5pp | 69.0%+14.7pp | 70.7%+13.0pp |
| Annual return | 16.58% | 16.69%-0.1pp | 134.60%-118.0pp | 28.51%-11.9pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,070 | $2,517+22.0% | $3,373-9.0% | $3,740-17.9% |
| Admin fee / account holder | $15 | $521-97.2% | $5,959-99.8% | $513-97.1% |