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 JONES6 years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $26,389 |
Service code 13 · EIN 31-1585572 2176 HEWITT AVENUE, SUITE A · KETTERING, OH 45440 | Contract Administrator | $13,298 |
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 | $56,322 | $54,193+3.9% | $93,606-39.8% | $77,643-27.5% |
| Participation rate | 43.2% | 63.9%-20.8pp | 68.7%-25.5pp | 70.6%-27.4pp |
| Annual return | 12.83% | 30.54%-17.7pp | 133.20%-120.4pp | 31.24%-18.4pp |
| Employer contribution / active EE | $412 | $1,168-64.7% | $2,420-83.0% | $2,726-84.9% |
| Participant deferral / active EE | $2,354 | $3,144-25.1% | $4,411-46.6% | $4,647-49.3% |
| Admin fee / account holder | $266 | $576-53.7% | $8,285-96.8% | $430-38.1% |