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 JONES6+ years Service code 55 · EIN 01-0000000 1840 N. LAKES · MERIDIAN, ID 83646 | Other Commissions | $22,139 |
AMERIBEN6+ years Filed as: AMERIBEN/IEC GROUP Service code 13 · EIN 82-0497661 P.O. BOX 7186 · BOISE, ID 837071186 | Contract Administrator | $9,080 |
AMERICAN FUNDS6+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $761 |
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 | $52,636 | $79,428-33.7% | $106,548-50.6% | $79,386-33.7% |
| Participation rate | 70.0% | 74.1%-4.1pp | 76.1%-6.1pp | 70.7%-0.7pp |
| Annual return | 10.96% | 18.27%-7.3pp | 26.80%-15.8pp | 116.85%-105.9pp |
| Employer contribution / active EE | $863 | $2,234-61.3% | $2,819-69.4% | $2,427-64.4% |
| Participant deferral / active EE | $2,323 | $3,823-39.2% | $4,398-47.2% | $4,046-42.6% |
| Admin fee / account holder | $67 | $523-87.1% | $7,407-99.1% | $626-89.2% |