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, LLC6+ years Service code 27 126 N CENTER STREET · NORTHVILLE, MI 48167 | Advisory (Plan) | $42,438 |
BAKER TILLY US, LLP5 years Filed as: BAKER TILLY VIRCHOW KROUSE, LLP Service code 10 115 SOUTH 84TH ST STE 400 · MILWAUKEE, WI 53214 | Accounting | $8,700 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,018 |
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 | $86,071 | $81,474+5.6% | $133,956-35.7% | $73,488+17.1% |
| Participation rate | 97.2% | 76.4%+20.8pp | 79.8%+17.4pp | 70.7%+26.5pp |
| Annual return | 15.44% | 19.40%-4.0pp | 45.09%-29.6pp | 28.51%-13.1pp |
| Employer contribution / active EE | $1,149 | $2,209-48.0% | $3,919-70.7% | $2,270-49.4% |
| Participant deferral / active EE | $3,013 | $3,786-20.4% | $5,048-40.3% | $3,740-19.4% |
| Admin fee / account holder | $215 | $713-69.8% | $8,927-97.6% | $513-58.0% |