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 55 · EIN 01-0000000 1840 N. LAKES · MERIDIAN, ID 83646 | Other Commissions | $18,362 |
AMERIBEN5+ years Filed as: AMERIBEN/IEC GROUP Service code 13 · EIN 82-0497661 P.O. BOX 7186 · BOISE, ID 837071186 | Contract Administrator | $8,988 |
AMERICAN FUNDS5+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $651 |
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 | $43,754 | $70,908-38.3% | $98,907-55.8% | $73,488-40.5% |
| Participation rate | 72.5% | 73.8%-1.2pp | 76.0%-3.5pp | 70.7%+1.9pp |
| Annual return | 11.58% | 34.17%-22.6pp | 196.43%-184.9pp | 28.51%-16.9pp |
| Employer contribution / active EE | $678 | $2,036-66.7% | $2,689-74.8% | $2,270-70.1% |
| Participant deferral / active EE | $1,807 | $3,500-48.4% | $4,244-57.4% | $3,740-51.7% |
| Admin fee / account holder | $81 | $535-84.8% | $6,642-98.8% | $513-84.1% |