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 FUNDS5+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 · EIN 95-1411037 | Recordkeeping Fees | $51,155 |
Filed as: IFP ADVISORS Service code 27 3030 N. ROCKY POINT DR. STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $15,000 |
Service code 27 707 SKOKIE BLVD STE 400 · NORTHBROOK, IL 60062 | Advisory (Plan) | $15,000 |
DEMARCO, KINNAMAN, LEWIS & CO.5+ years Service code 13 · EIN 36-4458862 | Contract Administrator | $3,450 |
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 | $32,068 | $26,479+21.1% | $74,701-57.1% | $77,787-58.8% |
| Participation rate | 33.8% | 37.6%-3.8pp | 54.5%-20.6pp | 73.2%-39.4pp |
| Annual return | 22.27% | 38.31%-16.0pp | 752.92%-730.6pp | 32.57%-10.3pp |
| Employer contribution / active EE | $342 | $440-22.3% | $1,084-68.5% | $2,504-86.4% |
| Participant deferral / active EE | $972 | $1,074-9.5% | $1,964-50.5% | $3,967-75.5% |
| Admin fee / account holder | $137 | $119+14.9% | $3,333-95.9% | $100+36.7% |