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 4-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) | $24,109 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $852 |
ARROW PENSIONS, LLC1 year Filed as: ARROW AVIATION COMPANY LLC Service code 99 1318 SMEDE HWY · BROUSSARD, LA 70518 | Other Fees | $508 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,239 | $79,171-17.6% | $102,423-36.3% | $74,495-12.4% |
| Participation rate | 82.7% | 74.8%+7.9pp | 76.5%+6.2pp | 67.2%+15.5pp |
| Annual return | 14.81% | 54.93%-40.1pp | 29.32%-14.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,095 | $2,362-11.3% | $3,023-30.7% | $2,623-20.1% |
| Participant deferral / active EE | $3,919 | $4,415-11.2% | $5,053-22.4% | $4,346-9.8% |
| Admin fee / account holder | $207 | $2,001-89.7% | $9,451-97.8% | $1,942-89.3% |