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 |
|---|---|---|
WILLIAMS BENEFIT CONSULTING, LLC5+ years Service code 13 · EIN 46-1499818 3835 E. LAKE CENTRE, STE 100 · QUINCY, IL 62305 | Contract Administrator | $11,676 |
GRAY HUNTER STENN LLP4 years Service code 10 · EIN 36-3077757 1200 HARGER ROAD, STE 521 · OAK BROOK, IL 60523 | Accounting | $8,173 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH RETIREMENT SERVICE Service code 64 · EIN 95-1411037 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $3,376 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,146 | $63,114-61.7% | $92,893-74.0% | $65,185-63.0% |
| Participation rate | 79.3% | 68.8%+10.5pp | 76.0%+3.2pp | 70.2%+9.1pp |
| Annual return | 22.07% | 28.75%-6.7pp | 109.41%-87.3pp | 29.38%-7.3pp |
| Employer contribution / active EE | $1,412 | $2,571-45.1% | $3,653-61.3% | $2,177-35.1% |
| Participant deferral / active EE | $1,380 | $3,108-55.6% | $4,236-67.4% | $3,514-60.7% |
| Admin fee / account holder | $88 | $624-86.0% | $5,794-98.5% | $847-89.7% |