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 |
|---|---|---|
SWEENEY CONRAD, P.S.1 year Filed as: SWEENEY CONRAD P.S. Service code 99 2606 116TH AVE STE 200 · BELLEVUE, WA 98004 | Other Fees | $13,000 |
Service code 13 805 BROADWAY ST STE 600 · VANCOUVER, WA 986603333 | Contract Administrator | $8,615 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV. Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $693 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,469 | $77,660-45.3% | $109,143-61.1% | $79,386-46.5% |
| Participation rate | 90.5% | 67.8%+22.7pp | 75.9%+14.7pp | 70.7%+19.8pp |
| Annual return | 16.03% | 23.44%-7.4pp | 25.75%-9.7pp | 116.85%-100.8pp |
| Employer contribution / active EE | $1,185 | $2,797-57.6% | $3,722-68.2% | $2,427-51.2% |
| Participant deferral / active EE | $5,841 | $3,518+66.0% | $4,653+25.5% | $4,046+44.4% |
| Admin fee / account holder | $10 | $732-98.6% | $6,752-99.9% | $626-98.4% |