See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANNING CONSULTANTS3 years Filed as: BENEFIT PLANNING CONSULTANTS, INC. Service code 14 · EIN 36-3036100 2110 CLEARLAKE BLVD., STE 200 · CHAMPAIGN, IL 61826 | Plan Administrator | $675 |
AMERICAN FUNDS3 years Service code 15 · EIN 20-3691658 | Recordkeeping | $425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,005 | $65,862+3.3% | $124,672-45.5% | $79,386-14.3% |
| Participation rate | 86.2% | 62.2%+23.9pp | 74.6%+11.6pp | 70.7%+15.5pp |
| Annual return | 14.80% | 19.02%-4.2pp | 5142.93%-5128.1pp | 116.85%-102.1pp |
| Employer contribution / active EE | $2,387 | $1,883+26.8% | $3,324-28.2% | $2,427-1.7% |
| Participant deferral / active EE | $4,466 | $2,772+61.1% | $4,614-3.2% | $4,046+10.4% |
| Admin fee / account holder | $8 | $673-98.8% | $7,493-99.9% | $626-98.7% |