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 |
|---|---|---|
MONROE SWEERIS & TROMP PLC2 years Service code 10 · EIN 38-2621598 6617 CROSSING DR SE 100 · GRAND RAPIDS, MI 49508 | Accounting | $7,800 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 10 · EIN 95-1411037 333 SOUTH HOPE ST 55TH FLOOR · LOS ANGELES, CA 90071 | Accounting | $613 |
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 | $24,839 | $37,591-33.9% | $90,645-72.6% | $55,725-55.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.0%+26.0pp | 70.9%+29.1pp |
| Annual return | -0.57% | -3.20%+2.6pp | 1.88%-2.5pp | 244.93%-245.5pp |
| Employer contribution / active EE | $961 | $1,302-26.2% | $2,532-62.1% | $2,078-53.8% |
| Participant deferral / active EE | $2,891 | $2,643+9.4% | $3,425-15.6% | $3,356-13.9% |
| Admin fee / account holder | $10 | $100-89.8% | $4,994-99.8% | $115-91.1% |