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 JONES3 years Service code 27 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Plan) | $27,727 |
CARPENTER MORSE GROUP1 year Service code 13 2170 WEST STATE RD 434 STE 280 · LONGWOOD, FL 32779 | Contract Administrator | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,195 | $102,317-19.7% | $146,958-44.1% | $80,856+1.7% |
| Participation rate | 95.4% | 75.8%+19.6pp | 82.2%+13.2pp | 67.6%+27.8pp |
| Annual return | 14.74% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $4,478 | $3,713+20.6% | $4,933-9.2% | $2,755+62.6% |
| Participant deferral / active EE | $4,189 | $6,644-37.0% | $8,070-48.1% | $4,296-2.5% |
| Admin fee / account holder | -$35 | $7,941-100.4% | $12,998-100.3% | $6,918-100.5% |