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 |
|---|---|---|
QUALIFIED PLAN SOLUTIONS LC4 years Service code 13 · EIN 05-0538699 P.O. BOX 547 · COLWICH, KS 670300547 | Contract Administrator | $3,836 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 15 · EIN 82-4555287 SERVICES · SAN ANTONIO, TX 782659530 | Recordkeeping | $1,450 |
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 | $39,091 | $73,638-46.9% | $95,952-59.3% | $73,488-46.8% |
| Participation rate | 86.4% | 76.2%+10.3pp | 77.1%+9.4pp | 70.7%+15.8pp |
| Annual return | 20.58% | 16.78%+3.8pp | 91.61%-71.0pp | 28.51%-7.9pp |
| Employer contribution / active EE | $1,199 | $1,863-35.7% | $2,541-52.8% | $2,270-47.2% |
| Participant deferral / active EE | $3,177 | $3,617-12.2% | $4,167-23.7% | $3,740-15.0% |
| Admin fee / account holder | $33 | $482-93.1% | $6,795-99.5% | $513-93.5% |