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 |
|---|---|---|
STIFEL NICOLAUS & CO INC1 year Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $17,846 |
WILLIAMS BENEFIT CONSULTING, LLC9+ years Service code 13 · EIN 46-1499818 3835 E. LAKE CENTRE, STE 100 · QUINCY, IL 62305 | Contract Administrator | $13,216 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 95-1411037 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $3,424 |
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 | $31,849 | $76,670-58.5% | $96,683-67.1% | $71,457-55.4% |
| Participation rate | 82.0% | 66.6%+15.4pp | 74.3%+7.7pp | 67.9%+14.1pp |
| Annual return | 20.58% | 48.29%-27.7pp | 35.69%-15.1pp | 28.85%-8.3pp |
| Employer contribution / active EE | $1,265 | $3,031-58.3% | $3,737-66.1% | $2,588-51.1% |
| Participant deferral / active EE | $1,925 | $3,771-49.0% | $4,878-60.5% | $4,289-55.1% |
| Admin fee / account holder | $138 | $2,028-93.2% | $6,730-98.0% | $1,587-91.3% |