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 FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 21 12711 N. MERIDIAN STREET · CARMEL, IN 46036 | Bank Trustee | $13,575 |
SIKICH LLP4+ years Service code 10 3201 W. WHITE OAKS DR, SUITE 102 · SPRINGFIELD, IL 62704 | Accounting | $7,150 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,666 | $47,977-61.1% | $154,107-87.9% | $56,287-66.8% |
| Participation rate | 99.2% | 66.2%+33.1pp | 83.0%+16.2pp | 69.9%+29.4pp |
| Annual return | -4.50% | 3.54%-8.0pp | 735.12%-739.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,991 | $2,169-8.2% | $5,298-62.4% | $2,111-5.7% |
| Participant deferral / active EE | $712 | $2,392-70.2% | $5,081-86.0% | $3,350-78.7% |
| Admin fee / account holder | $138 | $438-68.5% | $13,411-99.0% | $521-73.5% |