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 9-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) | $35,745 |
TSC 401K1 year Service code 13 · EIN 41-0955056 7365 KIRKWOOD CT N STE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $2,460 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,475 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,662 | $122,239-51.2% | $184,200-67.6% | $74,546-20.0% |
| Participation rate | 93.4% | 85.5%+7.9pp | 86.8%+6.6pp | 67.2%+26.2pp |
| Annual return | 22.01% | 19.95%+2.1pp | 28.80%-6.8pp | 1366.03%-1344.0pp |
| Employer contribution / active EE | $4,385 | $4,537-3.3% | $6,424-31.7% | $2,624+67.1% |
| Participant deferral / active EE | $8,701 | $7,139+21.9% | $9,132-4.7% | $4,347+100.1% |
| Admin fee / account holder | $155 | $1,260-87.7% | $13,907-98.9% | $1,944-92.0% |