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 |
|---|---|---|
WWK ADVISORS, LLC5+ years Service code 27 126 N CENTER STREET · NORTHVILLE, MI 48167 | Advisory (Plan) | $43,190 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY VIRCHOW KROUSE, LLP Service code 10 115 SOUTH 84 ST STE 400 · MILWAUKEE, WI 53214 | Accounting | $11,650 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,243 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $81,372 | $86,332-5.7% | $125,175-35.0% | $65,185+24.8% |
| Participation rate | 97.7% | 75.3%+22.4pp | 79.8%+17.9pp | 70.2%+27.5pp |
| Annual return | 19.70% | 27.43%-7.7pp | 43.79%-24.1pp | 29.38%-9.7pp |
| Employer contribution / active EE | $1,124 | $2,040-44.9% | $3,865-70.9% | $2,177-48.4% |
| Participant deferral / active EE | $2,796 | $3,537-21.0% | $4,937-43.4% | $3,514-20.4% |
| Admin fee / account holder | $248 | $609-59.2% | $9,702-97.4% | $847-70.7% |