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 4-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 |
|---|---|---|
Filed as: KESTRA FINANCIAL INC Service code 13 6500 R0CK SPRING DR STE 410 · BETHESDA, MD 20817 | Contract Administrator | $8,825 |
BLUM SHAPIRO1 year Filed as: CLIFTONLARSON ALLEN, LLP Service code 27 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Advisory (Plan) | $8,816 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $625 |
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 | $27,368 | $69,763-60.8% | $67,502-59.5% | $74,495-63.3% |
| Participation rate | 97.6% | 71.4%+26.2pp | 72.9%+24.7pp | 67.2%+30.4pp |
| Annual return | 18.19% | -40.34%+58.5pp | 3512.12%-3493.9pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $2,582 | $2,704-4.5% | $2,731-5.5% | $2,623-1.6% |
| Participant deferral / active EE | $2,954 | $3,636-18.8% | $4,000-26.2% | $4,346-32.0% |
| Admin fee / account holder | $128 | $896-85.7% | $3,998-96.8% | $1,942-93.4% |