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 JONES7 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $24,150 |
SORREN CPAS, P.C.1 year Service code 10 1120 S RACKHAM WAY, STE 100 · MERIDIAN, ID 83642 | Accounting | $9,500 |
RANDALL & HURLEY, INC.8 years Filed as: RANDALL & HURLEY Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $6,057 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $613 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,259 | $102,317-40.1% | $146,958-58.3% | $80,856-24.2% |
| Participation rate | 79.6% | 75.8%+3.7pp | 82.2%-2.6pp | 67.6%+11.9pp |
| Annual return | 14.42% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,378 | $3,713-35.9% | $4,933-51.8% | $2,755-13.7% |
| Participant deferral / active EE | $4,514 | $6,644-32.1% | $8,070-44.1% | $4,296+5.1% |
| Admin fee / account holder | $325 | $7,941-95.9% | $12,998-97.5% | $6,918-95.3% |