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 JONES2 years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $16,799 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 COMPANY, INC. · LOS ANGELES, CA 90071 | Recordkeeping Fees | $14,323 |
NH HICKS3 years Service code 13 · EIN 68-0393767 | Contract Administrator | $8,514 |
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 | $32,360 | $37,196-13.0% | $154,107-79.0% | $55,725-41.9% |
| Participation rate | 78.8% | 64.1%+14.7pp | 83.0%-4.3pp | 70.9%+7.9pp |
| Annual return | -3.33% | 1319.68%-1323.0pp | 735.12%-738.4pp | 244.93%-248.3pp |
| Employer contribution / active EE | $2,415 | $1,614+49.6% | $5,298-54.4% | $2,078+16.2% |
| Participant deferral / active EE | $3,459 | $2,068+67.3% | $5,081-31.9% | $3,356+3.1% |
| Admin fee / account holder | $96 | $102-5.2% | $13,411-99.3% | $115-16.4% |