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 JONES1 year Service code 27 12555 MANCHESTER ROAD · ST LOIUS, MO 63131 | Advisory (Plan) | $14,116 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $175 |
Service code 13 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Contract Administrator | $90 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,855 | $136,307-47.3% | $177,821-59.6% | $73,488-2.2% |
| Participation rate | 75.6% | 86.1%-10.5pp | 87.7%-12.1pp | 70.7%+4.9pp |
| Annual return | 19.85% | 18.68%+1.2pp | 48.32%-28.5pp | 28.51%-8.7pp |
| Employer contribution / active EE | $1,708 | $3,712-54.0% | $5,918-71.1% | $2,270-24.7% |
| Participant deferral / active EE | $3,193 | $5,829-45.2% | $7,714-58.6% | $3,740-14.6% |
| Admin fee / account holder | $70 | $596-88.3% | $12,427-99.4% | $513-86.4% |