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 | $64,705-49.2% | $62,929-47.8% | $67,986-51.7% |
| Participation rate | 80.9% | 65.6%+15.3pp | 73.1%+7.8pp | 57.2%+23.7pp |
| Annual return | 15.77% | 20.31%-4.5pp | 1063.93%-1048.2pp | 31.67%-15.9pp |
| Employer contribution / active EE | $1,482 | $2,376-37.6% | $2,505-40.8% | $2,019-26.6% |
| Participant deferral / active EE | $2,295 | $3,198-28.2% | $3,888-41.0% | $3,358-31.7% |
| Admin fee / account holder | $140 | $1,428-90.2% | $5,065-97.2% | $3,203-95.6% |