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 3-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 |
|---|---|---|
PRENGER & PROFITT, LLC1 year Service code 13 1001 S. DORSET RD · TROY, OH 45373 | Contract Administrator | $4,050 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SER Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 926184518 | Recordkeeping Fees | $675 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,116 | $101,317-74.2% | $146,958-82.2% | $74,495-64.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 20.66% | 8730.91%-8710.3pp | 418.34%-397.7pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $7,565 | $3,810+98.5% | $4,933+53.4% | $2,623+188.4% |
| Participant deferral / active EE | $8,184 | $7,303+12.1% | $8,070+1.4% | $4,346+88.3% |
| Admin fee / account holder | $136 | $1,739-92.2% | $12,998-99.0% | $1,942-93.0% |