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 |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 83-3455979 855 MAIN ST · DUBUQUE, IA 520016823 | Recordkeeping | $19,457 |
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $5,903 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $335 |
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 | $38,122 | $59,839-36.3% | $81,983-53.5% | $79,858-52.3% |
| Participation rate | 94.6% | 61.6%+33.0pp | 69.2%+25.4pp | 69.6%+25.0pp |
| Annual return | 15.33% | 17.56%-2.2pp | 41.31%-26.0pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,489 | $1,713+45.3% | $2,498-0.3% | $2,471+0.7% |
| Participant deferral / active EE | $3,114 | $2,695+15.5% | $3,722-16.3% | $3,740-16.7% |
| Admin fee / account holder | $193 | $4,287-95.5% | $5,664-96.6% | $5,306-96.4% |