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 CONSULTANTS4 years Filed as: BENEFIT PLANNING CONSULTANTS, INC. Service code 14 · EIN 36-3036100 2110 CLEARLAKE BLVD., STE 200 · CHAMPAIGN, IL 61826 | Plan Administrator | $1,950 |
AMERICAN FUNDS4 years Service code 15 · EIN 20-3691658 | Recordkeeping | $975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,941 | $62,603-10.6% | $104,294-46.4% | $66,914-16.4% |
| Participation rate | 85.5% | 59.6%+25.9pp | 73.3%+12.2pp | 69.8%+15.7pp |
| Annual return | -18.17% | -14.70%-3.5pp | 24.61%-42.8pp | 1.58%-19.7pp |
| Employer contribution / active EE | $2,678 | $1,972+35.8% | $3,372-20.6% | $2,544+5.3% |
| Participant deferral / active EE | $5,118 | $2,853+79.4% | $4,625+10.7% | $4,237+20.8% |
| Admin fee / account holder | $23 | $656-96.5% | $7,339-99.7% | $593-96.1% |