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 9-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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $57,111 |
AMERICAN FUNDS4+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 · EIN 26-4789150 | Consulting | $18,390 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 49 · EIN 22-1211670 | Other Services | $5,121 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,286 | $74,347+9.3% | $93,606-13.2% | $67,579+20.3% |
| Participation rate | 95.3% | 80.6%+14.7pp | 75.8%+19.5pp | 71.3%+24.0pp |
| Annual return | 18.45% | 28.07%-9.6pp | 32.76%-14.3pp | 378.56%-360.1pp |
| Employer contribution / active EE | $2,862 | $2,583+10.8% | $2,718+5.3% | $2,148+33.2% |
| Participant deferral / active EE | $3,086 | $4,060-24.0% | $4,069-24.2% | $3,539-12.8% |
| Admin fee / account holder | $167 | $123+35.9% | $7,888-97.9% | $142+17.2% |