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) | $7,002 |
FARMER & BETTS1 year Filed as: FARMER & BETTS INC Service code 13 6010 20TH ST E STE 1 · TACOMA, WA 98424 | Contract Administrator | $3,822 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,653 | $26,549+19.2% | $61,373-48.4% | $66,914-52.7% |
| Participation rate | 29.7% | 38.1%-8.4pp | 52.6%-22.9pp | 69.8%-40.1pp |
| Annual return | -10.43% | -16.21%+5.8pp | 338.61%-349.0pp | 1.58%-12.0pp |
| Employer contribution / active EE | $565 | $651-13.2% | $1,159-51.2% | $2,544-77.8% |
| Participant deferral / active EE | $1,353 | $1,338+1.1% | $2,125-36.3% | $4,237-68.1% |
| Admin fee / account holder | $130 | $409-68.3% | $2,130-93.9% | $593-78.1% |