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 |
|---|---|---|
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 13 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $7,363 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMEN PLAN SVS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 23510 | Recordkeeping Fees | $3,850 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,494 | $50,815-38.0% | $155,509-79.7% | $77,643-59.4% |
| Participation rate | 77.4% | 63.1%+14.3pp | 78.2%-0.8pp | 70.6%+6.8pp |
| Annual return | 11.28% | 34.80%-23.5pp | 64.67%-53.4pp | 31.24%-20.0pp |
| Employer contribution / active EE | $1,069 | $1,993-46.4% | $4,672-77.1% | $2,726-60.8% |
| Participant deferral / active EE | $1,926 | $2,822-31.7% | $5,626-65.8% | $4,647-58.6% |
| Admin fee / account holder | $4 | $437-99.1% | $15,912-100.0% | $430-99.1% |