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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,584 |
EDWARD JONES4 years Filed as: EDWARD JONES - JESSIE O'BRIEN Service code 17 · EIN 43-1591643 | Pension Consulting | $7,659 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-6817943 | Recordkeeping | $500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,100 | $61,272-28.0% | $149,673-70.5% | $71,457-38.3% |
| Participation rate | 73.6% | 62.5%+11.1pp | 78.8%-5.1pp | 67.9%+5.7pp |
| Annual return | 22.18% | 35.85%-13.7pp | 134.42%-112.2pp | 28.85%-6.7pp |
| Employer contribution / active EE | $926 | $2,378-61.1% | $4,818-80.8% | $2,588-64.2% |
| Participant deferral / active EE | $4,815 | $2,917+65.1% | $5,680-15.2% | $4,289+12.3% |
| Admin fee / account holder | $229 | $1,261-81.8% | $13,210-98.3% | $1,587-85.5% |