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 |
|---|---|---|
WILLIAM VAUGHAN COMPANY3 years Service code 10 145 CHESTERFIELD LN · MAUMEE, OH 435372209 | Accounting | $11,000 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $380 |
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 | $40,553 | $50,666-20.0% | $76,817-47.2% | $65,185-37.8% |
| Participation rate | 88.7% | 68.8%+19.9pp | 72.1%+16.6pp | 70.2%+18.5pp |
| Annual return | 20.40% | 28.51%-8.1pp | 1166.11%-1145.7pp | 29.38%-9.0pp |
| Employer contribution / active EE | $671 | $1,575-57.4% | $2,302-70.9% | $2,177-69.2% |
| Participant deferral / active EE | $2,339 | $2,647-11.6% | $3,336-29.9% | $3,514-33.4% |
| Admin fee / account holder | $88 | $463-81.1% | $6,420-98.6% | $847-89.7% |