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 5-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: BARNES PETTEY FINANCIAL ADVISORS LL Service code 27 P.O. BOX 2564 · OXFORD, MS 38655 | Advisory (Plan) | $5,539 |
Filed as: HUB INTERNATIONAL MIDWEST LTD DBA H Service code 13 2430 MALL DRIVE, STE. 280 · CHARLESTON, SC 29406 | Contract Administrator | $4,837 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,807 | $55,415-51.6% | $155,509-82.8% | $74,495-64.0% |
| Participation rate | 63.5% | 61.9%+1.6pp | 78.2%-14.7pp | 67.2%-3.7pp |
| Annual return | 7.92% | 268.50%-260.6pp | 64.67%-56.8pp | 1364.94%-1357.0pp |
| Employer contribution / active EE | $1,346 | $2,267-40.6% | $4,672-71.2% | $2,623-48.7% |
| Participant deferral / active EE | $1,965 | $2,836-30.7% | $5,626-65.1% | $4,346-54.8% |
| Admin fee / account holder | $111 | $1,738-93.6% | $15,912-99.3% | $1,942-94.3% |