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 |
|---|---|---|
MICHAEL L ANDERSON & ASSOCIATES2+ years Service code 10 · EIN 41-1799234 | Accounting | $5,000 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,005 | $39,859+28.0% | $78,689-35.2% | $57,658-11.5% |
| Participation rate | 60.1% | 66.1%-6.0pp | 73.6%-13.5pp | 70.2%-10.2pp |
| Annual return | 8.67% | 18.96%-10.3pp | 62.18%-53.5pp | 5.13%+3.5pp |
| Employer contribution / active EE | $1,199 | $1,786-32.9% | $2,851-58.0% | $1,974-39.3% |
| Participant deferral / active EE | $2,217 | $2,248-1.4% | $3,517-37.0% | $3,061-27.6% |
| Admin fee / account holder | $30 | $76-61.3% | $4,510-99.3% | $95-68.8% |