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 1255 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $6,434 |
Service code 13 4196 MENDENHALL OAKS PKWY · HIGH POINT, NC 272658048 | Contract Administrator | $6,394 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MGMT CO, INC. Service code 64 333 SOUTH HOPE ST · LOS ANGELES, CA 90071 | Recordkeeping Fees | $463 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,388 | $36,767-47.3% | $81,478-76.2% | $62,292-68.9% |
| Participation rate | 82.9% | 54.4%+28.5pp | 68.0%+15.0pp | 69.5%+13.4pp |
| Annual return | 19.63% | 173.80%-154.2pp | 38.78%-19.2pp | 28.90%-9.3pp |
| Employer contribution / active EE | $1,695 | $1,128+50.2% | $2,568-34.0% | $2,042-17.0% |
| Participant deferral / active EE | $3,524 | $2,111+67.0% | $3,537-0.4% | $3,169+11.2% |
| Admin fee / account holder | $37 | $797-95.4% | $4,561-99.2% | $479-92.4% |