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: SIGNATOR INVESTORS INC Service code 27 · EIN 04-2442399 | Advisory (Plan) | $22,506 |
MIRA + KOLENA LTD1 year Service code 10 · EIN 34-1840794 4841 MONROE ST STE 350 · TOLEDO, OH 43623 | Accounting | $10,200 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,013 |
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 | $62,463 | $63,299-1.3% | $91,001-31.4% | $62,292+0.3% |
| Participation rate | 84.6% | 73.3%+11.3pp | 75.6%+9.0pp | 69.5%+15.1pp |
| Annual return | 16.38% | 20.99%-4.6pp | 4.60%+11.8pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,003 | $1,807-44.5% | $2,456-59.1% | $2,042-50.9% |
| Participant deferral / active EE | $2,769 | $2,943-5.9% | $3,547-21.9% | $3,169-12.6% |
| Admin fee / account holder | $261 | $468-44.2% | $5,417-95.2% | $479-45.5% |