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 |
|---|---|---|
KNOW YOUR OPTIONS INC1 year Filed as: KNOW YOUR OPTIONS LLC DBA Service code 17 RCM WEALTH ADVISORS LLC · CHICAGO, IL 60654 | Pension Consulting | $25,396 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $18,082 |
LAKESIDE WEALTH MANAGEMENT1 year Filed as: LAKESIDE WEALTH MANAGEMENT GROUP LL Service code 27 407 INDIANA AVE. · CHESTERTON, IN 46304 | Advisory (Plan) | $7,186 |
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 | $82,365 | $47,922+71.9% | $75,886+8.5% | $65,185+26.4% |
| Participation rate | 60.8% | 63.0%-2.2pp | 69.3%-8.5pp | 70.2%-9.4pp |
| Annual return | 18.67% | 24.12%-5.4pp | 30.76%-12.1pp | 29.38%-10.7pp |
| Employer contribution / active EE | $1,161 | $1,557-25.4% | $2,500-53.6% | $2,177-46.7% |
| Participant deferral / active EE | $3,092 | $2,550+21.3% | $3,603-14.2% | $3,514-12.0% |
| Admin fee / account holder | $264 | $532-50.4% | $5,418-95.1% | $847-68.9% |