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 FUNDS2 years Filed as: HM CAPITAL MANAGEMENT Service code 16 · EIN 20-3287389 | Consulting | $69,246 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,328 |
ECK SCHAFER & PUNKE LLP2 years Service code 10 · EIN 37-1335003 | Accounting | $11,750 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $493,769 | $95,416+417.5% | $185,823+165.7% | $85,850+475.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.40% | 23.59%-11.2pp | 122.05%-109.7pp | 318.53%-306.1pp |
| Employer contribution / active EE | $48,139 | $3,314+1352.7% | $5,167+831.6% | $2,565+1776.7% |
| Participant deferral / active EE | $3,707 | $3,423+8.3% | $5,568-33.4% | $3,952-6.2% |
| Admin fee / account holder | $714 | $7,213-90.1% | $16,237-95.6% | $6,260-88.6% |