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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,252 |
EDWARD JONES7+ years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $11,959 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $10,635 |
AMERIBEN7+ years Filed as: AMERIBEN/IEC GROUP Service code 13 · EIN 82-0497661 | Contract Administrator | $3,575 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,774 | $72,607-31.4% | $90,749-45.2% | $66,914-25.6% |
| Participation rate | 66.9% | 73.7%-6.8pp | 75.7%-8.8pp | 69.8%-2.9pp |
| Annual return | -12.07% | -12.28%+0.2pp | -12.16%+0.1pp | 1.58%-13.7pp |
| Employer contribution / active EE | $665 | $2,369-71.9% | $2,921-77.2% | $2,544-73.8% |
| Participant deferral / active EE | $2,364 | $3,977-40.6% | $4,564-48.2% | $4,237-44.2% |
| Admin fee / account holder | $39 | $707-94.5% | $8,445-99.5% | $593-93.5% |