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 |
|---|---|---|
SIKICH LLP1 year Filed as: SIKICH, LLP Service code 13 13400 BISHOPS LN STE 300 · BROOKFIELD, WI 530056237 | Contract Administrator | $11,064 |
Service code 13 933 N. MAYFAIR ROAD, SUITE 307 · WAUWATOSA, WI 53226 | Contract Administrator | $5,330 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,001 |
Employer contribution per participant 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 | $58,918 | $64,909-9.2% | $82,313-28.4% | $62,292-5.4% |
| Participation rate | 85.6% | 74.9%+10.7pp | 76.9%+8.7pp | 69.5%+16.1pp |
| Annual return | 18.49% | 21.18%-2.7pp | 25.88%-7.4pp | 28.90%-10.4pp |
| Employer contribution / active EE | $288 | $1,676-82.8% | $2,428-88.2% | $2,042-85.9% |
| Participant deferral / active EE | $1,833 | $3,103-40.9% | $3,706-50.5% | $3,169-42.2% |
| Admin fee / account holder | $134 | $440-69.6% | $5,608-97.6% | $479-72.1% |