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 RD · ST LOUIS, MO 63131 | Advisory (Plan) | $10,571 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $3,057 |
Filed as: KDP RETIREMENT PLAN SERVICES Service code 13 3060 LAKE EASTBROOK BLVD. SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,033 | $42,548-29.4% | $74,550-59.7% | $56,287-46.6% |
| Participation rate | 31.9% | 60.5%-28.6pp | 69.1%-37.3pp | 69.9%-38.0pp |
| Annual return | -3.76% | 12.40%-16.2pp | 32.53%-36.3pp | -9.96%+6.2pp |
| Employer contribution / active EE | $395 | $855-53.9% | $1,961-79.9% | $2,111-81.3% |
| Participant deferral / active EE | $1,736 | $2,277-23.8% | $3,108-44.2% | $3,350-48.2% |
| Admin fee / account holder | $37 | $467-92.1% | $5,060-99.3% | $521-92.9% |