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 10-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 JONES1 year Service code 26 12555 MANCHESTER RD. · ST LOUIS, MO 63131 | Advisory (Participants) | $10,352 |
Service code 13 805 BROADWAY, SUITE 600 · VANCOUVER, WA 986603333 | Contract Administrator | $1,700 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV. Service code 64 6455 IRVINE CENTER DR. · IRVINE, CA 92618 | Recordkeeping Fees | $850 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $75 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,813 | $58,927-35.8% | $76,817-50.8% | $72,985-48.2% |
| Participation rate | 83.3% | 67.3%+16.0pp | 72.1%+11.3pp | 69.5%+13.8pp |
| Annual return | 29.38% | 2305.64%-2276.3pp | 1166.11%-1136.7pp | 81.00%-51.6pp |
| Employer contribution / active EE | $2,192 | $1,787+22.7% | $2,302-4.8% | $2,440-10.2% |
| Participant deferral / active EE | $3,639 | $2,690+35.2% | $3,336+9.1% | $3,607+0.9% |
| Admin fee / account holder | $116 | $4,013-97.1% | $6,420-98.2% | $5,124-97.7% |