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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: HM CAPITAL MANAGEMENT Service code 16 · EIN 20-3287389 | Consulting | $50,792 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,157 |
ECK SCHAFER & PUNKE LLP1 year Service code 10 · EIN 37-1335003 | Accounting | $11,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $477,747 | $58,879+711.4% | $178,490+167.7% | $73,488+550.1% |
| Participation rate | 99.1% | 66.2%+32.9pp | 81.9%+17.2pp | 70.7%+28.4pp |
| Annual return | 13.80% | 24.86%-11.1pp | 151.07%-137.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $40,796 | $2,236+1724.3% | $5,011+714.2% | $2,270+1697.1% |
| Participant deferral / active EE | $2,162 | $2,567-15.8% | $5,202-58.4% | $3,740-42.2% |
| Admin fee / account holder | $555 | $400+38.6% | $13,984-96.0% | $513+8.1% |