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 | $34,758 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIRE PLAN SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,264 | $76,050+29.2% | $96,544+1.8% | $71,457+37.5% |
| Participation rate | 96.9% | 74.4%+22.5pp | 76.0%+20.9pp | 67.9%+29.0pp |
| Annual return | 20.26% | 22.81%-2.6pp | 25.84%-5.6pp | 28.85%-8.6pp |
| Employer contribution / active EE | $1,374 | $2,244-38.8% | $2,965-53.7% | $2,588-46.9% |
| Participant deferral / active EE | $6,530 | $4,215+54.9% | $4,851+34.6% | $4,289+52.2% |
| Admin fee / account holder | $228 | $2,707-91.6% | $8,252-97.2% | $1,587-85.6% |