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 |
|---|---|---|
MAYER HOFFMAN MCCANN P.C.2+ years Service code 10 · EIN 43-1947695 | Accounting | $7,756 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,294 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $106,117 | $56,629+87.4% | $77,999+36.0% | $55,167+92.4% |
| Participation rate | 71.8% | 73.3%-1.5pp | 75.5%-3.8pp | 69.0%+2.8pp |
| Annual return | 10.91% | 2866.98%-2856.1pp | 425.96%-415.0pp | 169.23%-158.3pp |
| Employer contribution / active EE | $717 | $1,723-58.4% | $2,470-71.0% | $1,963-63.5% |
| Participant deferral / active EE | $3,728 | $2,777+34.3% | $3,497+6.6% | $3,054+22.1% |
| Admin fee / account holder | $87 | $467-81.3% | $5,480-98.4% | $504-82.7% |