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 |
|---|---|---|
BENEFIT PLANNING CONSULTANTS2 years Filed as: BENEFIT PLANNING CONSULTANTS, INC. Service code 14 · EIN 36-3036100 2110 CLEARLAKE BLVD., STE 200 · CHAMPAIGN, IL 61826 | Plan Administrator | $1,074 |
AMERICAN FUNDS2 years Service code 15 · EIN 20-3691658 | Recordkeeping | $500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,766 | $59,328+4.1% | $118,925-48.1% | $73,488-16.0% |
| Participation rate | 84.3% | 62.3%+22.0pp | 75.4%+9.0pp | 70.7%+13.7pp |
| Annual return | 17.36% | 19.13%-1.8pp | 35.88%-18.5pp | 28.51%-11.2pp |
| Employer contribution / active EE | $2,578 | $1,803+42.9% | $3,263-21.0% | $2,270+13.5% |
| Participant deferral / active EE | $4,351 | $2,604+67.1% | $4,265+2.0% | $3,740+16.4% |
| Admin fee / account holder | $13 | $600-97.9% | $6,581-99.8% | $513-97.5% |