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 JONES9 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $28,528 |
HERBEIN & COMPANY, INC.3 years Filed as: HERBEIN & CO INC Service code 10 GULF TWR 707 GRANT ST STE 2900 · PITTSBURGH, PA 15219 | Accounting | $18,897 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $13,690 |
DUNBAR, BENDER & ZAPF, INC.2 years Filed as: DUNBAR BENDER & ZAPF INC Service code 13 400 HOLIDAY DR STE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $9,032 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,964 | $89,753+79.3% | $107,525+49.7% | $84,808+89.8% |
| Participation rate | 97.2% | 68.1%+29.2pp | 75.1%+22.1pp | 68.3%+28.9pp |
| Annual return | 14.70% | 29.48%-14.8pp | 181.32%-166.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $9,800 | $3,113+214.8% | $3,754+161.1% | $2,631+272.5% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $694 | $7,222-90.4% | $8,919-92.2% | $7,344-90.6% |