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 FUNDS6+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 · EIN 95-1411037 | Recordkeeping Fees | $45,131 |
SHERIDAN ROAD ADVISORS LLC2 years Service code 27 707 SKOKIE BLVD. STE 400 · NORTHBROOK, IL 60062 | Advisory (Plan) | $30,000 |
DEMARCO, KINNAMAN, LEWIS & CO.6+ years Service code 13 · EIN 36-4458862 | Contract Administrator | $2,700 |
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 | $35,993 | $29,516+21.9% | $77,482-53.5% | $90,288-60.1% |
| Participation rate | 34.2% | 33.7%+0.5pp | 54.2%-20.0pp | 73.4%-39.2pp |
| Annual return | 16.19% | 231.18%-215.0pp | 54.79%-38.6pp | 53.97%-37.8pp |
| Employer contribution / active EE | $0 | $381-100.0% | $986-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $1,092 | $944+15.7% | $1,861-41.3% | $4,232-74.2% |
| Admin fee / account holder | $121 | $106+14.7% | $2,858-95.7% | $114+6.5% |