See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRITON WEALTH MANAGEMENT1 year Service code 27 13211 N 103RD AVE STE 4 · SUN CITY, AZ 85351 | Advisory (Plan) | $34,598 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $16,032 |
EDWARD JONES3 years Service code 99 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Other Fees | $3,008 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,366 | $56,767-35.9% | $101,794-64.3% | $85,563-57.5% |
| Participation rate | 90.1% | 57.6%+32.5pp | 69.2%+20.9pp | 66.0%+24.1pp |
| Annual return | 16.48% | 17.76%-1.3pp | 30.53%-14.0pp | 31.51%-15.0pp |
| Employer contribution / active EE | $531 | $1,112-52.3% | $2,289-76.8% | $2,654-80.0% |
| Participant deferral / active EE | $5,295 | $2,720+94.7% | $4,084+29.6% | $4,375+21.0% |
| Admin fee / account holder | $92 | $1,098-91.6% | $8,777-98.9% | $834-89.0% |