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 |
|---|---|---|
PHILIPS & COMPANY ADVISORS2 years Filed as: PHILIPS AND COMPANY Service code 27 1300 SW 5TH AVE STE 2100 · PORTLAND, OR 97201 | Advisory (Plan) | $31,243 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 27 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Advisory (Plan) | $600 |
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 | $67,411 | $63,114+6.8% | $92,893-27.4% | $65,185+3.4% |
| Participation rate | 83.6% | 68.8%+14.8pp | 76.0%+7.6pp | 70.2%+13.4pp |
| Annual return | 20.82% | 28.75%-7.9pp | 109.41%-88.6pp | 29.38%-8.6pp |
| Employer contribution / active EE | $2,761 | $2,571+7.4% | $3,653-24.4% | $2,177+26.8% |
| Participant deferral / active EE | $5,433 | $3,108+74.8% | $4,236+28.3% | $3,514+54.6% |
| Admin fee / account holder | $9 | $624-98.6% | $5,794-99.8% | $847-99.0% |