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 |
|---|---|---|
CHARLES W. SNADER, P.C.2 years Filed as: CHARLES W. SNADER PC Service code 10 · EIN 54-1873714 | Accounting | $9,950 |
CHERRY BEKAERT LLP2 years Filed as: CHERRY BEKART, LLP Service code 50 · EIN 56-0574444 | Direct Payment | $8,908 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 13 · EIN 82-4555287 | Contract Administrator | $750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,368 | $51,620+5.3% | $90,281-39.8% | $65,185-16.6% |
| Participation rate | 98.8% | 68.6%+30.2pp | 73.3%+25.6pp | 70.2%+28.6pp |
| Annual return | 23.49% | 24.94%-1.4pp | 78.10%-54.6pp | 29.38%-5.9pp |
| Employer contribution / active EE | $4,855 | $2,235+117.3% | $2,854+70.1% | $2,177+123.1% |
| Participant deferral / active EE | $3,968 | $2,871+38.2% | $3,885+2.1% | $3,514+12.9% |
| Admin fee / account holder | $83 | $384-78.5% | $5,351-98.5% | $847-90.2% |