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 JONES4 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $17,952 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SER Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $3,336 |
MAXUS PLAN SOLUTIONS4 years Service code 13 15720 BRIXHAM HILL · CHARLOTTE, NC 28277 | Contract Administrator | $2,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,863 | $67,984-51.7% | $65,493-49.8% | $74,304-55.8% |
| Participation rate | 80.9% | 66.3%+14.5pp | 73.1%+7.8pp | 60.3%+20.5pp |
| Annual return | 15.77% | 19.87%-4.1pp | 982.45%-966.7pp | 29.43%-13.7pp |
| Employer contribution / active EE | $1,482 | $2,491-40.5% | $2,574-42.4% | $2,241-33.9% |
| Participant deferral / active EE | $2,295 | $3,346-31.4% | $3,961-42.1% | $3,767-39.1% |
| Admin fee / account holder | $140 | $1,373-89.8% | $5,028-97.2% | $2,969-95.3% |