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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $231,620 |
AMERICAN FUNDS9+ years Filed as: CAPITAL STRATAGIES Service code 16 · EIN 26-4789150 | Consulting | $55,000 |
CROWE LLP8+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $34,850 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,753 | $104,697+31.6% | $96,544+42.7% | $80,160+71.8% |
| Participation rate | 94.8% | 86.4%+8.5pp | 76.0%+18.9pp | 72.9%+21.9pp |
| Annual return | 18.40% | 21.78%-3.4pp | 25.84%-7.4pp | 40.38%-22.0pp |
| Employer contribution / active EE | $4,432 | $3,536+25.3% | $2,965+49.5% | $2,978+48.8% |
| Participant deferral / active EE | $6,719 | $6,188+8.6% | $4,851+38.5% | $5,017+33.9% |
| Admin fee / account holder | $126 | $107+18.5% | $8,252-98.5% | $145-12.7% |