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 GROUP2 years Service code 13 14701 E. 42ND STREET SOUTH · INDEPENDENCE, MO 64055 | Contract Administrator | $17,075 |
SIKICH LLP9+ years Service code 10 3051 HOLLIS DR., 3RD FLOOR · SPRINGFIELD, IL 62704 | Accounting | $12,500 |
AMERICAN FUNDS7 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 21 12711 N. MERIDIAN STREET · CARMEL, IN 46036 | Bank Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,830 | $61,272-59.5% | $149,673-83.4% | $71,457-65.3% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 15.87% | 35.85%-20.0pp | 134.42%-118.5pp | 28.85%-13.0pp |
| Employer contribution / active EE | $3,120 | $2,378+31.2% | $4,818-35.2% | $2,588+20.6% |
| Participant deferral / active EE | $968 | $2,917-66.8% | $5,680-83.0% | $4,289-77.4% |
| Admin fee / account holder | $276 | $1,261-78.1% | $13,210-97.9% | $1,587-82.6% |