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 |
|---|---|---|
BKD, LLP1 year Filed as: BKD LLP Service code 10 211 N BROADWAY STE 600 · SAINT LOUIS, MO 631022733 | Accounting | $10,192 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,581 | $78,275+71.9% | $109,143+23.3% | $86,799+55.0% |
| Participation rate | 45.8% | 73.8%-28.1pp | 75.9%-30.1pp | 72.3%-26.5pp |
| Annual return | 14.69% | 19.14%-4.5pp | 25.75%-11.1pp | 97.91%-83.2pp |
| Employer contribution / active EE | $3,964 | $3,105+27.7% | $3,722+6.5% | $2,405+64.8% |
| Participant deferral / active EE | $4,482 | $3,641+23.1% | $4,653-3.7% | $4,131+8.5% |
| Admin fee / account holder | $75 | $198-62.3% | $6,752-98.9% | $170-55.9% |