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 |
|---|---|---|
EIDE BAILLY LLP2 years Service code 99 · EIN 45-0250958 PO BOX 1914 · BISMARCK, ND 585021914 | Other Fees | $11,100 |
Service code 13 · EIN 36-4430093 119 E PALATINE RD STE 104 · PALATINE, IL 60067 | Contract Administrator | $4,765 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,035 | $102,553+1.4% | $151,611-31.4% | $66,914+55.5% |
| Participation rate | 88.2% | 85.5%+2.7pp | 87.5%+0.7pp | 69.8%+18.4pp |
| Annual return | -21.29% | -10.82%-10.5pp | 3.33%-24.6pp | 1.58%-22.9pp |
| Employer contribution / active EE | $3,257 | $4,180-22.1% | $6,166-47.2% | $2,544+28.0% |
| Participant deferral / active EE | $6,043 | $6,641-9.0% | $8,363-27.7% | $4,237+42.6% |
| Admin fee / account holder | $324 | $630-48.6% | $11,616-97.2% | $593-45.4% |