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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 · EIN 95-1411037 | Recordkeeping | $6,707 |
EDWARD JONES2 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $6,459 |
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 | $180,197 | $92,971+93.8% | $96,683+86.4% | $74,419+142.1% |
| Participation rate | 98.9% | 71.5%+27.3pp | 74.3%+24.6pp | 70.7%+28.2pp |
| Annual return | 9.43% | 37.49%-28.1pp | 35.69%-26.3pp | 34.38%-24.9pp |
| Employer contribution / active EE | $18,248 | $3,426+432.7% | $3,737+388.3% | $2,637+591.9% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $37 | $633-94.2% | $6,730-99.5% | $348-89.5% |