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 JONES4+ years Service code 55 · EIN 01-0000000 1840 N. LAKES · MERIDIAN, ID 83646 | Other Commissions | $17,558 |
AMERIBEN4+ years Filed as: AMERIBEN/IEC GROUP Service code 13 · EIN 82-0497661 P.O. BOX 7186 · BOISE, ID 837071186 | Contract Administrator | $13,337 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,164 | $66,310-39.4% | $93,606-57.1% | $65,185-38.4% |
| Participation rate | 68.8% | 74.0%-5.2pp | 75.8%-7.1pp | 70.2%-1.4pp |
| Annual return | 13.39% | 42.58%-29.2pp | 32.76%-19.4pp | 29.38%-16.0pp |
| Employer contribution / active EE | $573 | $2,012-71.5% | $2,718-78.9% | $2,177-73.7% |
| Participant deferral / active EE | $1,623 | $3,342-51.4% | $4,069-60.1% | $3,514-53.8% |
| Admin fee / account holder | $122 | $6,897-98.2% | $7,888-98.5% | $847-85.6% |