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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-6817943 | Recordkeeping | $4,017 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $0 |
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 | $42,873 | $72,492-40.9% | $87,100-50.8% | $72,985-41.3% |
| Participation rate | 82.9% | 72.8%+10.1pp | 76.9%+6.1pp | 69.5%+13.4pp |
| Annual return | 24.78% | 24.46%+0.3pp | 28.19%-3.4pp | 81.00%-56.2pp |
| Employer contribution / active EE | $2,314 | $1,894+22.2% | $2,521-8.2% | $2,440-5.1% |
| Participant deferral / active EE | $4,040 | $3,270+23.6% | $4,049-0.2% | $3,607+12.0% |
| Admin fee / account holder | $41 | $5,055-99.2% | $7,497-99.5% | $5,124-99.2% |