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 FUNDS8+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 · EIN 95-1411037 | Recordkeeping Fees | $48,116 |
SHERIDAN ROAD ADVISORS LLC4 years Service code 27 707 SKOKIE BLVD. STE 400 · NORTHBROOK, IL 60062 | Advisory (Plan) | $30,000 |
DEMARCO, KINNAMAN, LEWIS & CO.8+ years Service code 13 · EIN 36-4458862 | Contract Administrator | $2,625 |
DOWELL GROUP LLP1 year Service code 13 · EIN 36-4027344 | Contract Administrator | $375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,270 | $26,906+23.6% | $61,373-45.8% | $77,904-57.3% |
| Participation rate | 33.7% | 33.4%+0.2pp | 52.6%-18.9pp | 73.7%-40.0pp |
| Annual return | -18.58% | -14.46%-4.1pp | 338.61%-357.2pp | 12.21%-30.8pp |
| Employer contribution / active EE | $316 | $521-39.3% | $1,159-72.7% | $2,848-88.9% |
| Participant deferral / active EE | $1,175 | $1,180-0.4% | $2,125-44.7% | $4,806-75.5% |
| Admin fee / account holder | $118 | $117+0.9% | $2,130-94.5% | $133-10.9% |