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 JONES4 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $6,895 |
COMPASS 360, LLC4 years Filed as: COMPASS RETIREMENT CONSULTING GROUP Service code 13 · EIN 81-1939215 118 PORTSMOUTH AVE · STRATHAM, NH 038852487 | Contract Administrator | $825 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 · EIN 81-1939215 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $513 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $10 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,039 | $58,879-37.1% | $178,490-79.2% | $73,488-49.6% |
| Participation rate | 37.2% | 66.2%-29.1pp | 81.9%-44.8pp | 70.7%-33.5pp |
| Annual return | 13.74% | 24.86%-11.1pp | 151.07%-137.3pp | 28.51%-14.8pp |
| Employer contribution / active EE | $490 | $2,236-78.1% | $5,011-90.2% | $2,270-78.4% |
| Participant deferral / active EE | $1,787 | $2,567-30.4% | $5,202-65.6% | $3,740-52.2% |
| Admin fee / account holder | $4 | $400-98.9% | $13,984-100.0% | $513-99.2% |