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 |
|---|---|---|
RCM&D4+ years Filed as: RCM WEALTH ADVISORS Service code 17 318 W. ADAMS, STE. 1300A · CHICAGO, IL 60606 | Pension Consulting | $35,305 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 15 333 S. HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $8,649 |
PENSION PERFORMANCE, INC.3+ years Service code 10 2551 DIVISION STREET, SUITE 104 · JOLIET, IL 60435 | Accounting | $7,416 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,276 | $42,396+63.4% | $67,313+2.9% | $56,287+23.1% |
| Participation rate | 61.4% | 61.0%+0.4pp | 69.1%-7.7pp | 69.9%-8.4pp |
| Annual return | -3.59% | -36.63%+33.0pp | -4.08%+0.5pp | -9.96%+6.4pp |
| Employer contribution / active EE | $1,015 | $1,414-28.2% | $2,566-60.5% | $2,111-51.9% |
| Participant deferral / active EE | $3,060 | $2,360+29.7% | $3,568-14.2% | $3,350-8.7% |
| Admin fee / account holder | $221 | $510-56.6% | $4,507-95.1% | $521-57.5% |