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 13 740 NW BLUE PARKWAY, SUITE 201 · LEES SUMMIT, MO 64086 | Contract Administrator | $5,347 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $545 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,230 | $47,969-12.0% | $85,969-50.9% | $52,331-19.3% |
| Participation rate | 41.1% | 61.7%-20.6pp | 76.5%-35.4pp | 68.1%-27.0pp |
| Annual return | 0.65% | -0.13%+0.8pp | 9.32%-8.7pp | 4.54%-3.9pp |
| Employer contribution / active EE | $488 | $1,460-66.6% | $3,474-86.0% | $1,882-74.1% |
| Participant deferral / active EE | $1,687 | $2,110-20.1% | $3,829-56.0% | $3,022-44.2% |
| Admin fee / account holder | $58 | $530-89.1% | $6,053-99.0% | $592-90.3% |