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: KRUGGEL, LAWTON & COMPANY,LLC Service code 10 210 S MICHIGAN ST STE 200 · SOUTH BEND, IN 46601 | Accounting | $10,000 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,975 |
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 | $46,477 | $66,310-29.9% | $93,606-50.3% | $65,185-28.7% |
| Participation rate | 54.7% | 74.0%-19.2pp | 75.8%-21.1pp | 70.2%-15.5pp |
| Annual return | 18.85% | 42.58%-23.7pp | 32.76%-13.9pp | 29.38%-10.5pp |
| Employer contribution / active EE | $504 | $2,012-75.0% | $2,718-81.5% | $2,177-76.9% |
| Participant deferral / active EE | $2,302 | $3,342-31.1% | $4,069-43.4% | $3,514-34.5% |
| Admin fee / account holder | $132 | $6,897-98.1% | $7,888-98.3% | $847-84.5% |