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 |
|---|---|---|
CHERRY BEKAERT LLP4 years Filed as: CHERRY BEKART, LLP Service code 50 · EIN 56-0574444 | Direct Payment | $13,784 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 13 · EIN 82-4555287 | Contract Administrator | $875 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,572 | $63,745+37.4% | $98,442-11.0% | $79,386+10.3% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 15.91% | 625.80%-609.9pp | 1492.73%-1476.8pp | 116.85%-100.9pp |
| Employer contribution / active EE | $6,359 | $2,557+148.7% | $2,960+114.8% | $2,427+162.0% |
| Participant deferral / active EE | $5,707 | $3,303+72.8% | $4,276+33.5% | $4,046+41.1% |
| Admin fee / account holder | $65 | $516-87.5% | $5,949-98.9% | $626-89.7% |