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 |
|---|---|---|
Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $25,431 |
ASCENSUS LLC1 year Filed as: PENSION ADMINISTRATORS, LLC Service code 13 18033 OAK STREET · OMAHA, NE 681306093 | Contract Administrator | $4,735 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SRVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $200 |
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 | $67,379 | $73,638-8.5% | $95,952-29.8% | $73,488-8.3% |
| Participation rate | 99.4% | 76.2%+23.2pp | 77.1%+22.3pp | 70.7%+28.7pp |
| Annual return | 21.09% | 16.78%+4.3pp | 91.61%-70.5pp | 28.51%-7.4pp |
| Employer contribution / active EE | $2,766 | $1,863+48.4% | $2,541+8.8% | $2,270+21.8% |
| Participant deferral / active EE | $6,341 | $3,617+75.3% | $4,167+52.2% | $3,740+69.6% |
| Admin fee / account holder | $159 | $482-67.0% | $6,795-97.7% | $513-69.0% |