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 |
|---|---|---|
SHOWME PENSION GROUP1 year Service code 13 14701 E. 42ND STREET SOUTH · INDEPENDENCE, MO 64055 | Contract Administrator | $14,365 |
SIKICH LLP8+ years Service code 10 3051 HOLLIS DR., 3RD FLOOR · SPRINGFIELD, IL 62704 | Accounting | $11,250 |
AMERICAN FUNDS6 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 21 12711 N. MERIDIAN STREET · CARMEL, IN 46036 | Bank Trustee | $1,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,510 | $65,061-70.0% | $143,757-86.4% | $66,914-70.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.90% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,852 | $2,361+20.8% | $4,951-42.4% | $2,544+12.1% |
| Participant deferral / active EE | $1,001 | $2,919-65.7% | $5,637-82.2% | $4,237-76.4% |
| Admin fee / account holder | $238 | $502-52.5% | $14,673-98.4% | $593-59.8% |