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 |
|---|---|---|
ACTIUM LLC1+ years Service code 27 5088 CORPORATE EXCHANGE BLVD · GRAND RAPIDS, MI 49512 | Advisory (Plan) | $30,486 |
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $14,936 |
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 | $88,102 | $60,165+46.4% | $74,183+18.8% | $55,167+59.7% |
| Participation rate | 99.4% | 74.2%+25.2pp | 76.6%+22.8pp | 69.0%+30.4pp |
| Annual return | 9.25% | 10.00%-0.7pp | 17.74%-8.5pp | 169.23%-160.0pp |
| Employer contribution / active EE | $2,309 | $1,600+44.4% | $2,370-2.6% | $1,963+17.7% |
| Participant deferral / active EE | $3,056 | $2,973+2.8% | $3,550-13.9% | $3,054+0.1% |
| Admin fee / account holder | $264 | $419-37.0% | $5,586-95.3% | $504-47.6% |