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 |
|---|---|---|
EDWARD JONES2 years Service code 17 5916 HARVEY ST STE A · MUSKEGON, MI 49444 | Pension Consulting | $17,141 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $3,184 |
Filed as: KDP RETIREMENT PLAN SERVICES Service code 10 3060 LAKE EASTBROOK BLVD.,SE · GRAND RAPIDS, MI 49512 | Accounting | $2,525 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,438 | $95,803-35.9% | $113,168-45.7% | $84,808-27.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 18.57% | 25.00%-6.4pp | 24.27%-5.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $4,118 | $2,360+74.5% | $2,975+38.4% | $2,631+56.5% |
| Participant deferral / active EE | $4,363 | $4,242+2.9% | $5,107-14.6% | $4,212+3.6% |
| Admin fee / account holder | $172 | $8,989-98.1% | $12,068-98.6% | $7,344-97.7% |