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 JONES5 years Service code 28 2122 BROADWATER AVENUE, SUITE A · BILLINGS, MT 59102 | Investment Management | $36,454 |
RANDALL & HURLEY, INC.7 years Service code 15 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $4,270 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP-AMERICAN FUNDS SVCS Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 900711406 | Recordkeeping | $1,975 |
Participant contribution per participant 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 | $59,361 | $79,013-24.9% | $100,391-40.9% | $74,495-20.3% |
| Participation rate | 98.0% | 79.5%+18.5pp | 81.5%+16.5pp | 67.2%+30.8pp |
| Annual return | 17.48% | 20.41%-2.9pp | 49.20%-31.7pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $3,732 | $3,021+23.5% | $3,942-5.3% | $2,623+42.3% |
| Participant deferral / active EE | $3,146 | $7,760-59.5% | $8,082-61.1% | $4,346-27.6% |
| Admin fee / account holder | $151 | $1,320-88.6% | $7,899-98.1% | $1,942-92.2% |