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 JONES5 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $24,259 |
HARRIS & CO PLLC5 years Service code 10 2289 S BONITO WY STE 100 · MERIDIAN, ID 83642 | Accounting | $7,300 |
RANDALL & HURLEY, INC.6 years Filed as: RANDALL & HURLEY Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $1,250 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,540 | $82,664-29.2% | $125,339-53.3% | $68,494-14.5% |
| Participation rate | 72.5% | 75.0%-2.5pp | 82.4%-9.9pp | 67.9%+4.6pp |
| Annual return | -15.29% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,455 | $3,381-27.4% | $4,814-49.0% | $2,596-5.4% |
| Participant deferral / active EE | $4,908 | $6,110-19.7% | $7,446-34.1% | $4,027+21.9% |
| Admin fee / account holder | $3 | $6,275-100.0% | $10,010-100.0% | $5,403-99.9% |