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 LLP6 years Filed as: CHERRY BEKART, LLP Service code 50 · EIN 56-0574444 | Direct Payment | $13,690 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 13 · EIN 82-4555287 | Contract Administrator | $1,325 |
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 | $64,187 | $58,264+10.2% | $86,612-25.9% | $71,457-10.2% |
| Participation rate | 99.2% | 65.0%+34.2pp | 71.7%+27.5pp | 67.9%+31.3pp |
| Annual return | 19.77% | 21.63%-1.9pp | 591.07%-571.3pp | 28.85%-9.1pp |
| Employer contribution / active EE | $7,123 | $2,574+176.7% | $3,022+135.7% | $2,588+175.3% |
| Participant deferral / active EE | $6,196 | $3,436+80.3% | $4,438+39.6% | $4,289+44.5% |
| Admin fee / account holder | $51 | $1,057-95.2% | $5,614-99.1% | $1,587-96.8% |