Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
TURNBULL, HOOVER, & KAHL, P.A.10+ years Filed as: TURNBULL, HOOVER & KAHL, PA. Service code 10 217 GLENN STREET, SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $12,265 |
SETAWAY LLC4 years Filed as: SETAWAY, LLC Service code 16 ONE BEDFORD FARMS DRIVE · BEDFORD, NH 03110 | Consulting | $8,150 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 · EIN 82-4555287 | Recordkeeping | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,595 | $55,472-39.4% | $155,567-78.4% | $74,546-54.9% |
| Participation rate | 45.7% | 61.9%-16.2pp | 78.2%-32.5pp | 67.2%-21.5pp |
| Annual return | 13.13% | 268.72%-255.6pp | 64.74%-51.6pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,539 | $2,838-45.8% | $5,628-72.7% | $4,347-64.6% |
| Admin fee / account holder | $84 | $1,743-95.2% | $15,916-99.5% | $1,944-95.7% |