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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,789 |
Service code 13 · EIN 80-0102330 P.O. BOX 1650 · ISSAQUAH, WA 98027 | Contract Administrator | $4,352 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND MGMT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,190 | $53,901+6.1% | $134,143-57.4% | $73,488-22.2% |
| Participation rate | 93.3% | 62.8%+30.5pp | 72.2%+21.2pp | 70.7%+22.7pp |
| Annual return | 16.45% | 15.82%+0.6pp | 36.33%-19.9pp | 28.51%-12.1pp |
| Employer contribution / active EE | $2,897 | $1,458+98.7% | $3,704-21.8% | $2,270+27.6% |
| Participant deferral / active EE | $6,092 | $2,739+122.4% | $3,499+74.1% | $3,740+62.9% |
| Admin fee / account holder | $99 | $581-83.0% | $6,684-98.5% | $513-80.8% |