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 |
|---|---|---|
KRUGGEL, LAWTON & COMPANY, LLC4+ years Service code 10 210 S MICHIGAN ST STE 200 · SOUTH BEND, ID 46601 | Accounting | $7,000 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,461 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,856 | $58,083-36.5% | $80,019-53.9% | $56,287-34.5% |
| Participation rate | 55.4% | 73.6%-18.2pp | 75.8%-20.4pp | 69.9%-14.5pp |
| Annual return | -6.03% | 34.61%-40.6pp | 11.22%-17.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $538 | $1,932-72.2% | $2,468-78.2% | $2,111-74.5% |
| Participant deferral / active EE | $2,364 | $3,135-24.6% | $3,686-35.9% | $3,350-29.4% |
| Admin fee / account holder | $101 | $623-83.8% | $6,521-98.5% | $521-80.7% |