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 MANAGEMENT3+ years Service code 16 921 W MONROE · LOWELL, AR 727459683 | Consulting | $19,574 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 12 3500 WISEMAN BLVD · SAN ANTONIO, TX 782514321 | Direct payment from the plan; Claims ... | $5,643 |
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 | $21,882 | $46,173-52.6% | $170,442-87.2% | $69,631-68.6% |
| Participation rate | 84.0% | 63.9%+20.1pp | 83.6%+0.4pp | 70.7%+13.3pp |
| Annual return | 16.12% | 21.62%-5.5pp | 205.93%-189.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,872 | $1,610+16.3% | $5,433-65.5% | $2,032-7.9% |
| Participant deferral / active EE | $1,831 | $2,080-12.0% | $4,939-62.9% | $3,224-43.2% |
| Admin fee / account holder | $76 | $116-34.1% | $13,880-99.4% | $110-30.8% |