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 |
|---|---|---|
Filed as: BENEFIT PLANNING CONSULTANTS, INC. Service code 14 · EIN 36-3036100 2110 CLEARLAKE BLVD., STE 200 · CHAMPAIGN, IL 61826 | Plan Administrator | $3,019 |
AMERICAN FUNDS1 year Service code 15 · EIN 20-3691658 | Recordkeeping | $800 |
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 | $57,991 | $54,045+7.3% | $115,157-49.6% | $65,185-11.0% |
| Participation rate | 79.2% | 63.5%+15.6pp | 75.9%+3.3pp | 70.2%+9.0pp |
| Annual return | 20.58% | 26.55%-6.0pp | 35.60%-15.0pp | 29.38%-8.8pp |
| Employer contribution / active EE | $2,129 | $1,653+28.8% | $3,179-33.0% | $2,177-2.2% |
| Participant deferral / active EE | $3,656 | $2,504+46.0% | $4,168-12.3% | $3,514+4.0% |
| Admin fee / account holder | $33 | $626-94.7% | $7,088-99.5% | $847-96.1% |