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 |
|---|---|---|
Filed as: HUB INTERNATIONAL GULF SOUTH LIMITE Service code 13 3510 N. CAUSEWAY BLVD., STE. 300 · METARIE, LA 700023531 | Contract Administrator | $7,955 |
Filed as: DBA THE LAW OFFICE OF JD STUART, JO Service code 99 100 WINNERS CIRCLE, STE. 460 · BRENTWOOD, TN 37027 | Other Fees | $1,415 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $835 |
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 | $146,992 | $52,953+177.6% | $172,739-14.9% | $65,185+125.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 21.18% | 30.12%-8.9pp | 802.84%-781.7pp | 29.38%-8.2pp |
| Employer contribution / active EE | $7,149 | $2,190+226.5% | $5,143+39.0% | $2,177+228.5% |
| Participant deferral / active EE | $4,534 | $2,471+83.5% | $5,198-12.8% | $3,514+29.0% |
| Admin fee / account holder | $168 | $472-64.3% | $13,954-98.8% | $847-80.1% |