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 JONES2 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $18,012 |
RANDALL & HURLEY, INC.3 years Filed as: RANDALL & HURLEY Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $1,050 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $788 |
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 | $53,884 | $89,355-39.7% | $141,162-61.8% | $72,985-26.2% |
| Participation rate | 83.6% | 75.1%+8.4pp | 82.5%+1.1pp | 69.5%+14.1pp |
| Annual return | 10.65% | 111.85%-101.2pp | 71.39%-60.7pp | 81.00%-70.4pp |
| Employer contribution / active EE | $1,860 | $3,114-40.3% | $4,735-60.7% | $2,440-23.8% |
| Participant deferral / active EE | $3,506 | $5,418-35.3% | $6,709-47.7% | $3,607-2.8% |
| Admin fee / account holder | $5 | $5,958-99.9% | $10,261-100.0% | $5,124-99.9% |