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 JONES3 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $24,672 |
HARRIS & CO PLLC3 years Service code 10 2289 S BONITO WY STE 100 · MERIDIAN, ID 83642 | Accounting | $6,700 |
RANDALL & HURLEY, INC.4 years Filed as: RANDALL & HURLEY Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $6,625 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $763 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,493 | $98,750-40.8% | $149,696-60.9% | $79,858-26.8% |
| Participation rate | 76.2% | 75.8%+0.4pp | 82.5%-6.3pp | 69.6%+6.6pp |
| Annual return | 15.05% | 27.43%-12.4pp | 276.60%-261.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,801 | $3,216-44.0% | $4,644-61.2% | $2,471-27.1% |
| Participant deferral / active EE | $3,796 | $5,680-33.2% | $6,842-44.5% | $3,740+1.5% |
| Admin fee / account holder | $3 | $6,053-99.9% | $9,309-100.0% | $5,306-99.9% |