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 |
|---|---|---|
A.C. EVANS LLC1 year Service code 10 3250 IRON HILL RD · UNION, MO 63084 | Accounting | $6,545 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,881 | $55,453-13.7% | $170,442-71.9% | $62,292-23.1% |
| Participation rate | 26.1% | 66.4%-40.3pp | 83.6%-57.5pp | 69.5%-43.5pp |
| Annual return | 21.06% | 21.38%-0.3pp | 205.93%-184.9pp | 28.90%-7.8pp |
| Employer contribution / active EE | $180 | $2,164-91.7% | $5,433-96.7% | $2,042-91.2% |
| Participant deferral / active EE | $790 | $2,303-65.7% | $4,939-84.0% | $3,169-75.1% |
| Admin fee / account holder | $153 | $455-66.5% | $13,880-98.9% | $479-68.2% |