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 |
|---|---|---|
SIKICH LLP6+ years Service code 10 3201 W. WHITE OAKS DR, SUITE 102 · SPRINGFIELD, IL 62704 | Accounting | $8,111 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 21 12711 N. MERIDIAN STREET · CARMEL, IN 46036 | Bank Trustee | $1,375 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,978 | $58,879-62.7% | $178,490-87.7% | $73,488-70.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 15.21% | 24.86%-9.7pp | 151.07%-135.9pp | 28.51%-13.3pp |
| Employer contribution / active EE | $2,306 | $2,236+3.1% | $5,011-54.0% | $2,270+1.6% |
| Participant deferral / active EE | $747 | $2,567-70.9% | $5,202-85.6% | $3,740-80.0% |
| Admin fee / account holder | $163 | $400-59.4% | $13,984-98.8% | $513-68.3% |