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) | $7,246 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,388 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,917 | $58,879-62.8% | $178,490-87.7% | $73,488-70.2% |
| Participation rate | 96.1% | 66.2%+29.9pp | 81.9%+14.2pp | 70.7%+25.4pp |
| Annual return | 12.79% | 24.86%-12.1pp | 151.07%-138.3pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1,383 | $2,236-38.1% | $5,011-72.4% | $2,270-39.1% |
| Participant deferral / active EE | $2,577 | $2,567+0.4% | $5,202-50.5% | $3,740-31.1% |
| Admin fee / account holder | $53 | $400-86.7% | $13,984-99.6% | $513-89.6% |