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 |
|---|---|---|
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $10,300 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,444 |
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 | $74,098 | $66,124+12.1% | $90,404-18.0% | $73,488+0.8% |
| Participation rate | 78.4% | 69.7%+8.8pp | 72.7%+5.8pp | 70.7%+7.8pp |
| Annual return | 17.57% | 17.65%-0.1pp | 1293.02%-1275.4pp | 28.51%-10.9pp |
| Employer contribution / active EE | $1,367 | $2,346-41.7% | $3,262-58.1% | $2,270-39.8% |
| Participant deferral / active EE | $1,708 | $3,039-43.8% | $3,963-56.9% | $3,740-54.3% |
| Admin fee / account holder | $47 | $396-88.1% | $5,611-99.2% | $513-90.8% |