See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $51,186 |
THE HASLAUER GROUP, INC.10+ years Filed as: THE HASLAUER GROUP Service code 15 · EIN 72-1487108 | Recordkeeping | $7,250 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,613 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $4,932 |
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 | $165,611 | $119,446+38.6% | $150,045+10.4% | $85,563+93.6% |
| Participation rate | 45.8% | 75.4%-29.7pp | 82.3%-36.6pp | 66.0%-20.2pp |
| Annual return | 16.96% | 23.72%-6.8pp | 62.55%-45.6pp | 31.51%-14.6pp |
| Employer contribution / active EE | $2,271 | $4,078-44.3% | $4,693-51.6% | $2,654-14.4% |
| Participant deferral / active EE | $3,351 | $7,985-58.0% | $7,997-58.1% | $4,375-23.4% |
| Admin fee / account holder | $107 | $548-80.4% | $13,435-99.2% | $834-87.2% |