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 |
|---|---|---|
MUKAI, GREENLEE & COMPANY PC3+ years Service code 10 · EIN 86-0695371 | Accounting | $12,823 |
Service code 29 2702 NORTH THIRD STREET · PHOENIX, AZ 85004 | Legal | $10,325 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $8,658 |
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 | $71,598 | $75,284-4.9% | $91,001-21.3% | $69,631+2.8% |
| Participation rate | 94.7% | 80.4%+14.3pp | 75.6%+19.1pp | 70.7%+24.0pp |
| Annual return | 19.94% | 48.40%-28.5pp | 4.60%+15.3pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $1,085 | $2,473-56.1% | $2,456-55.8% | $2,032-46.6% |
| Participant deferral / active EE | $3,697 | $3,700-0.1% | $3,547+4.2% | $3,224+14.7% |
| Admin fee / account holder | $81 | $111-26.8% | $5,417-98.5% | $110-26.7% |