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 8-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: KRUGGEL LAWTON CPA Service code 10 317 W FRANKLIN STREET · ELKHART, IN 46516 | Accounting | $10,500 |
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE FIDUCIARY Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $9,991 |
Filed as: INTEGRATED FINANCIAL PLANNING Service code 20 203 S. MAIN STREET · GOSHEN, IN 46526 | Trustee (individual) | $5,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,431 | $61,272-37.3% | $149,673-74.3% | $71,457-46.2% |
| Participation rate | 94.2% | 62.5%+31.6pp | 78.8%+15.4pp | 67.9%+26.2pp |
| Annual return | 17.30% | 35.85%-18.5pp | 134.42%-117.1pp | 28.85%-11.5pp |
| Employer contribution / active EE | $2,246 | $2,378-5.6% | $4,818-53.4% | $2,588-13.2% |
| Participant deferral / active EE | $2,132 | $2,917-26.9% | $5,680-62.5% | $4,289-50.3% |
| Admin fee / account holder | $148 | $1,261-88.3% | $13,210-98.9% | $1,587-90.7% |