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 LLP4 years Filed as: SIKICH, LLP Service code 10 13400 BISHOPS LN STE 300 · BROOKFIELD, WI 530056237 | Accounting | $10,069 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $625 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,947 | $73,638-14.5% | $95,952-34.4% | $73,488-14.3% |
| Participation rate | 79.1% | 76.2%+3.0pp | 77.1%+2.1pp | 70.7%+8.5pp |
| Annual return | 19.95% | 16.78%+3.2pp | 91.61%-71.7pp | 28.51%-8.6pp |
| Employer contribution / active EE | $290 | $1,863-84.5% | $2,541-88.6% | $2,270-87.2% |
| Participant deferral / active EE | $1,739 | $3,617-51.9% | $4,167-58.3% | $3,740-53.5% |
| Admin fee / account holder | $98 | $482-79.6% | $6,795-98.6% | $513-80.9% |