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 9-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 JONES1 year Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $17,008 |
HARRIS & CO PLLC1 year Service code 10 2289 S BONITO WAY STE 100 · MERIDIAN, ID 83642 | Accounting | $6,200 |
RANDALL & HURLEY, INC.2 years Filed as: RANDALL & HURLEY Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $5,650 |
AMERICAN FUNDS1 year Filed as: CAPITAL BANK & MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $963 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $46,561 | $77,813-40.2% | $123,544-62.3% | $64,186-27.5% |
| Participation rate | 87.0% | 74.7%+12.3pp | 82.3%+4.7pp | 69.6%+17.4pp |
| Annual return | 12.08% | 12.48%-0.4pp | 119.20%-107.1pp | 7.63%+4.4pp |
| Employer contribution / active EE | $2,095 | $3,014-30.5% | $4,628-54.7% | $2,381-12.0% |
| Participant deferral / active EE | $3,897 | $5,240-25.6% | $6,426-39.4% | $3,470+12.3% |
| Admin fee / account holder | $5 | $5,519-99.9% | $9,284-99.9% | $4,888-99.9% |