See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RVR BANK1 year Service code 21 · EIN 47-0423910 | Bank Trustee | $60,213 |
AMERICAN FUNDS7 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 · EIN 95-1411037 | Recordkeeping Fees | $9,733 |
AMERITAS LIFE INSURANCE CORP10+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $0 |
EDWARD JONES10+ years Filed as: EDWARD D. JONES & CO., L.P. Service code 27 · EIN 43-0345811 | Advisory (Plan) | $0 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS A · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $0 |
SECURITY NATIONAL BANK10+ years Service code 13 · EIN 42-0943319 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,861 | $54,193+187.6% | $93,606+66.5% | $77,643+100.7% |
| Participation rate | 89.7% | 63.9%+25.8pp | 68.7%+21.0pp | 70.6%+19.2pp |
| Annual return | 14.27% | 30.54%-16.3pp | 133.20%-118.9pp | 31.24%-17.0pp |
| Employer contribution / active EE | $5,575 | $1,168+377.3% | $2,420+130.4% | $2,726+104.5% |
| Participant deferral / active EE | $4,399 | $3,144+39.9% | $4,411-0.3% | $4,647-5.3% |
| Admin fee / account holder | $100 | $576-82.7% | $8,285-98.8% | $430-76.8% |