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 JONES8 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $31,890 |
TRINITY PENSION GROUP, LLC8 years Service code 13 · EIN 20-0235252 PO BOX 2159 · JAMESTOWN, NC 272822159 | Contract Administrator | $14,863 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $4,362 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,431 | $45,031-43.5% | $85,009-70.1% | $77,671-67.3% |
| Participation rate | 82.5% | 48.7%+33.9pp | 67.5%+15.0pp | 70.6%+12.0pp |
| Annual return | -7.63% | 79.22%-86.8pp | 66.47%-74.1pp | 31.21%-38.8pp |
| Employer contribution / active EE | $1,853 | $1,609+15.2% | $2,728-32.1% | $2,726-32.0% |
| Participant deferral / active EE | $4,166 | $2,807+48.4% | $4,522-7.9% | $4,648-10.4% |
| Admin fee / account holder | $116 | $912-87.3% | $6,153-98.1% | $430-73.1% |