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 MANAGEMENT2+ years Service code 16 921 W MONROE · LOWELL, AR 727459683 | Consulting | $10,964 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 12 3500 WISEMAN BLVD · SAN ANTONIO, TX 782514321 | Direct payment from the plan; Custodi... | $5,140 |
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 | $19,098 | $36,916-48.3% | $156,549-87.8% | $57,658-66.9% |
| Participation rate | 73.1% | 63.4%+9.7pp | 84.0%-10.9pp | 70.2%+2.9pp |
| Annual return | 6.48% | 12.38%-5.9pp | 32.23%-25.7pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,608 | $1,571+2.4% | $5,501-70.8% | $1,974-18.5% |
| Participant deferral / active EE | $1,589 | $1,926-17.5% | $4,871-67.4% | $3,061-48.1% |
| Admin fee / account holder | $58 | $82-29.8% | $13,027-99.6% | $95-38.7% |