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 8-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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: JMS CAPITAL GROUP WEALTH SERVICES Service code 27 417 THORN STREET SUITE 300 · SEWICKLEY, PA 15143 | Advisory (Plan) | $54,519 |
WALKER BENEFITS, LLC1 year Service code 13 · EIN 32-0453512 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Contract Administrator | $10,408 |
Filed as: ACT LLP DBA WALKER BENEFITS LLC Service code 13 101 WASHINGTON ST E · CHARLESTOWN, WV 25301 | Contract Administrator | $0 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,793 | $84,936+19.8% | $111,297-8.5% | $79,386+28.2% |
| Participation rate | 77.6% | 75.9%+1.7pp | 77.3%+0.3pp | 70.7%+6.9pp |
| Annual return | 20.40% | 17.45%+2.9pp | 54.65%-34.3pp | 116.85%-96.5pp |
| Employer contribution / active EE | $2,763 | $1,979+39.6% | $2,731+1.2% | $2,427+13.8% |
| Participant deferral / active EE | $6,777 | $3,888+74.3% | $4,487+51.0% | $4,046+67.5% |
| Admin fee / account holder | $445 | $537-17.2% | $7,964-94.4% | $626-29.0% |