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 AND MANAGEMENT CO. Service code 64 · EIN 20-3691658 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $14,331 |
PERPETUAL WEATH CAPITAL MANAGEMENT3+ years Service code 27 · EIN 45-2527891 310 EAST 90TH DRIVE · MERRILLVILLE, IN 46410 | Advisory (Plan) | $11,444 |
INNOVATIVE BENEFIT CONSULTANTS, INC3+ years Service code 13 · EIN 36-4340828 941 N. PLUM GROVE ROAD · SCHAUMBURG, IL 601734778 | Contract Administrator | $3,975 |
Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 5665 PLAZA DR., STE #350 · CYPRESS, CA 90630 | Advisory (Plan) | $0 |
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 | $69,965 | $80,753-13.4% | $136,294-48.7% | $62,292+12.3% |
| Participation rate | 53.1% | 73.5%-20.5pp | 81.9%-28.9pp | 69.5%-16.5pp |
| Annual return | 17.39% | 35.83%-18.4pp | 5155.94%-5138.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $991 | $2,884-65.6% | $4,695-78.9% | $2,042-51.5% |
| Participant deferral / active EE | $4,883 | $5,164-5.4% | $6,247-21.8% | $3,169+54.1% |
| Admin fee / account holder | $247 | $525-52.9% | $9,243-97.3% | $479-48.4% |