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 |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY3+ years Filed as: FIRST MERCANTILE Service code 15 · EIN 62-1549435 | Recordkeeping | $1,015 |
CAPITAL ADMINISTRATION, LLC3+ years Service code 14 · EIN 27-3192733 | Plan Administrator | $0 |
AMERICAN FUNDS3+ years Filed as: CAPITAL INVESTMENT ADVISORS, LLC Service code 27 · EIN 27-3464003 | Advisory (Plan) | $0 |
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 | $103,208 | $80,753+27.8% | $136,294-24.3% | $62,292+65.7% |
| Participation rate | 90.0% | 73.5%+16.5pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 19.66% | 35.83%-16.2pp | 5155.94%-5136.3pp | 28.90%-9.2pp |
| Employer contribution / active EE | $1,598 | $2,884-44.6% | $4,695-66.0% | $2,042-21.8% |
| Participant deferral / active EE | $6,299 | $5,164+22.0% | $6,247+0.8% | $3,169+98.8% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |