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 |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $66,937 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 27 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $60,000 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $20,000 |
VESTAL & WILER CPAS2 years Service code 10 4656 SW 34TH ST · ORLANDO, FL 32811 | Accounting | $2,487 |
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 | $49,264 | $56,443-12.7% | $83,848-41.2% | $55,725-11.6% |
| Participation rate | 85.6% | 72.0%+13.5pp | 76.1%+9.4pp | 70.9%+14.7pp |
| Annual return | 0.13% | 393.67%-393.5pp | 850.88%-850.7pp | 244.93%-244.8pp |
| Employer contribution / active EE | $771 | $2,682-71.3% | $3,631-78.8% | $2,078-62.9% |
| Participant deferral / active EE | $1,552 | $2,965-47.6% | $4,082-62.0% | $3,356-53.7% |
| Admin fee / account holder | $195 | $156+24.7% | $5,478-96.4% | $115+69.1% |