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 |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 · EIN 95-1411037 | Recordkeeping Fees | $45,145 |
Filed as: IFP ADVISORS Service code 27 3030 N. ROCKY POINT DR. STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $30,000 |
DEMARCO, KINNAMAN, LEWIS & CO.3+ years Service code 13 · EIN 36-4458862 | Contract Administrator | $3,000 |
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 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 | $27,272 | $25,165+8.4% | $73,545-62.9% | $77,958-65.0% |
| Participation rate | 34.0% | 36.6%-2.6pp | 54.9%-21.0pp | 71.6%-37.7pp |
| Annual return | 18.24% | 18.12%+0.1pp | -15.16%+33.4pp | 20.87%-2.6pp |
| Employer contribution / active EE | $288 | $395-27.3% | $1,219-76.4% | $2,310-87.6% |
| Participant deferral / active EE | $937 | $898+4.3% | $1,806-48.1% | $3,537-73.5% |
| Admin fee / account holder | $145 | $76+92.0% | $2,320-93.7% | $97+49.3% |