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 |
|---|---|---|
Service code 12 · EIN 46-1205033 | Direct payment from the plan; Claims ... | $7,339 |
RETIREMENTPLANS.COM, LLC1 year Service code 17 · EIN 80-0968774 16051 ADDISON ROAD, SUITE 310 · ADDISON, TX 75001 | Pension Consulting | $150 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 10 333 S. HOPE STREET · LOS ANGELES, CA 90071 | Accounting | $125 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,737 | $66,302+2.2% | $110,238-38.6% | $56,287+20.3% |
| Participation rate | 74.6% | 74.9%-0.3pp | 79.8%-5.2pp | 69.9%+4.8pp |
| Annual return | -5.22% | -1.18%-4.0pp | 314.74%-320.0pp | -9.96%+4.7pp |
| Employer contribution / active EE | $385 | $2,047-81.2% | $3,826-89.9% | $2,111-81.8% |
| Participant deferral / active EE | $2,992 | $3,381-11.5% | $4,672-36.0% | $3,350-10.7% |
| Admin fee / account holder | $36 | $698-94.9% | $8,547-99.6% | $521-93.1% |