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 · EIN 05-0538699 P.O. BOX 547 · COLWICH, KS 670300547 | Contract Administrator | $3,174 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-1411037 COMPANY · LOS ANGELES, CA 900711406 | Recordkeeping | $3,156 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $31,047 | $64,909-52.2% | $82,313-62.3% | $62,292-50.2% |
| Participation rate | 86.7% | 74.9%+11.8pp | 76.9%+9.8pp | 69.5%+17.2pp |
| Annual return | 17.29% | 21.18%-3.9pp | 25.88%-8.6pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,086 | $1,676-35.2% | $2,428-55.3% | $2,042-46.8% |
| Participant deferral / active EE | $2,715 | $3,103-12.5% | $3,706-26.7% | $3,169-14.3% |
| Admin fee / account holder | $65 | $440-85.3% | $5,608-98.8% | $479-86.5% |