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 |
|---|---|---|
HUMMEL WEALTH MANAGEMENT3 years Filed as: HUMMEL WEALTH MANAGEMENT LLC Service code 27 PO BOX 250 · BERLIN, OH 44610 | Advisory (Plan) | $30,211 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $19,601 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,680 | $89,436-54.5% | $164,813-75.3% | $77,643-47.6% |
| Participation rate | 71.6% | 78.6%-7.0pp | 78.6%-7.0pp | 70.6%+1.0pp |
| Annual return | 17.75% | 28.83%-11.1pp | 69.93%-52.2pp | 31.24%-13.5pp |
| Employer contribution / active EE | $1,321 | $2,569-48.6% | $4,341-69.6% | $2,726-51.5% |
| Participant deferral / active EE | $2,704 | $4,897-44.8% | $6,031-55.2% | $4,647-41.8% |
| Admin fee / account holder | $157 | $339-53.7% | $12,690-98.8% | $430-63.5% |