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 27 100 PINEWOOD LN STE 307 · WARRENDALE, PA 15086 | Advisory (Plan) | $40,309 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 12 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Float revenue; Contract Administrator... | $32,394 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY VANTAGEN, LLC Service code 12 · EIN 23-2932984 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Direct payment from the plan; Contrac... | $16,593 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,578 | $54,193+4.4% | $93,606-39.6% | $77,643-27.1% |
| Participation rate | 57.5% | 63.9%-6.4pp | 68.7%-11.2pp | 70.6%-13.1pp |
| Annual return | 14.24% | 30.54%-16.3pp | 133.20%-119.0pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,202 | $1,168+2.9% | $2,420-50.3% | $2,726-55.9% |
| Participant deferral / active EE | $3,485 | $3,144+10.9% | $4,411-21.0% | $4,647-25.0% |
| Admin fee / account holder | $267 | $576-53.5% | $8,285-96.8% | $430-37.9% |