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 8-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 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $20,958 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $19,780 |
JAMES M MOYNA CPA PC2 years Service code 99 872 S MILWAUKEE AVE STE 124 · LIBERTYVILLE, IL 60048 | Other Fees | $8,750 |
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 | $36,367 | $65,322-44.3% | $70,449-48.4% | $73,488-50.5% |
| Participation rate | 97.7% | 77.0%+20.7pp | 75.1%+22.6pp | 70.7%+27.0pp |
| Annual return | 26.10% | 15.71%+10.4pp | 109.03%-82.9pp | 28.51%-2.4pp |
| Employer contribution / active EE | $2,947 | $2,460+19.8% | $2,737+7.7% | $2,270+29.8% |
| Participant deferral / active EE | $4,765 | $3,375+41.2% | $3,709+28.5% | $3,740+27.4% |
| Admin fee / account holder | $209 | $214-2.4% | $3,845-94.6% | $513-59.3% |