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 15 · EIN 16-1450952 | Recordkeeping | $31,608 |
RUBINBROWN LLP4 years Service code 10 · EIN 43-0765316 | Accounting | $12,040 |
AMERICAN FUNDS1 year Filed as: HM CAPITAL MANAGEMENT LLC Service code 27 · EIN 20-3287389 | Advisory (Plan) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,586 |
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 | $118,622 | $86,332+37.4% | $125,175-5.2% | $65,185+82.0% |
| Participation rate | 96.9% | 75.3%+21.6pp | 79.8%+17.2pp | 70.2%+26.7pp |
| Annual return | 22.29% | 27.43%-5.1pp | 43.79%-21.5pp | 29.38%-7.1pp |
| Employer contribution / active EE | $3,046 | $2,040+49.3% | $3,865-21.2% | $2,177+39.9% |
| Participant deferral / active EE | $6,577 | $3,537+85.9% | $4,937+33.2% | $3,514+87.2% |
| Admin fee / account holder | $131 | $609-78.5% | $9,702-98.7% | $847-84.6% |