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 JONES4 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $32,203 |
HARRIS & CO PLLC4 years Service code 10 2289 S BONITO WY STE 100 · MERIDIAN, ID 83642 | Accounting | $7,000 |
RANDALL & HURLEY, INC.5 years Filed as: RANDALL & HURLEY Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $6,825 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $613 |
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 | $74,692 | $105,181-29.0% | $159,436-53.2% | $85,850-13.0% |
| Participation rate | 69.9% | 75.8%-5.9pp | 82.8%-12.9pp | 69.3%+0.6pp |
| Annual return | 17.26% | 45.07%-27.8pp | 263.57%-246.3pp | 318.53%-301.3pp |
| Employer contribution / active EE | $2,515 | $3,318-24.2% | $4,829-47.9% | $2,565-2.0% |
| Participant deferral / active EE | $5,209 | $5,945-12.4% | $7,352-29.2% | $3,952+31.8% |
| Admin fee / account holder | $3 | $6,933-100.0% | $10,799-100.0% | $6,260-99.9% |