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 |
|---|---|---|
ARVEST ASSET MANAGEMENT1+ years Service code 16 921 W MONROE · LOWELL, AR 727459683 | Consulting | $12,683 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 12 3500 WISEMAN BLVD · SAN ANTONIO, TX 782514321 | Custodial (other than securities); Cl... | $4,600 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,740 | $37,117-49.5% | $147,614-87.3% | $55,191-66.0% |
| Participation rate | 72.2% | 63.6%+8.6pp | 84.6%-12.4pp | 69.2%+3.1pp |
| Annual return | 0.47% | 3.44%-3.0pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $1,648 | $1,620+1.7% | $5,564-70.4% | $1,899-13.2% |
| Participant deferral / active EE | $1,683 | $1,985-15.2% | $4,895-65.6% | $3,046-44.7% |
| Admin fee / account holder | $73 | $86-14.8% | $11,611-99.4% | $91-19.7% |