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 GROUP3 years Service code 10 14701 E. 42ND STREET SOUTH · INDEPENDENCE, MO 64055 | Accounting | $15,085 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $13,300 |
AMERICAN FUNDS8 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 | $27,517 | $55,415-50.3% | $155,509-82.3% | $74,495-63.1% |
| Participation rate | 95.6% | 61.9%+33.7pp | 78.2%+17.4pp | 67.2%+28.4pp |
| Annual return | 13.35% | 268.50%-255.2pp | 64.67%-51.3pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,842 | $2,267+25.4% | $4,672-39.2% | $2,623+8.3% |
| Participant deferral / active EE | $989 | $2,836-65.1% | $5,626-82.4% | $4,346-77.2% |
| Admin fee / account holder | $276 | $1,738-84.1% | $15,912-98.3% | $1,942-85.8% |