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: HARDING SHYMANSKI & COMPANY, PSC Service code 13 PO BOX 3677 · EVANSVILLE, IN 477359989 | Contract Administrator | $6,500 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIRE PLAN SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $275 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,013 | $65,435+34.5% | $86,677+1.5% | $66,914+31.5% |
| Participation rate | 91.2% | 75.5%+15.7pp | 76.6%+14.6pp | 69.8%+21.4pp |
| Annual return | -18.61% | -10.89%-7.7pp | 35.91%-54.5pp | 1.58%-20.2pp |
| Employer contribution / active EE | $1,252 | $2,153-41.8% | $2,836-55.9% | $2,544-50.8% |
| Participant deferral / active EE | $5,929 | $4,100+44.6% | $4,656+27.3% | $4,237+39.9% |
| Admin fee / account holder | $49 | $642-92.3% | $7,493-99.3% | $593-91.7% |