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 8-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 FUNDS7 years Filed as: ADVANCED CAPITAL GROUP, INC. Service code 28 · EIN 41-1921960 50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $43,814 |
US BANK7 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 425 WALNUT STREET · CINCINNATI, OH 45202 | Bank Trustee | $13,160 |
Filed as: HARDING SHYMANSKI & COMPANY, P.S.C. Service code 10 · EIN 35-1346211 21 SE 3RD ST. · EVANSVILLE, IN 47708 | Accounting | $12,300 |
MCHENRY ADVISERS, INC.7 years Service code 11 · EIN 20-4243624 134 E. MAIN STREET · NEW ALBANY, OH 43054 | Actuarial | $8,106 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $308,621-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 2.1%-2.1pp |
| Annual return | 3.51% | 6.37%-2.9pp | 8.06%-4.6pp | 7.65%-4.1pp |
| Employer contribution / active EE | $24,049 | $48,945-50.9% | $42,627-43.6% | $20,599+16.7% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $71-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,774-100.0% | $193-100.0% |