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 Filed as: EDWARD D. JONES & CO., L.P. Service code 27 · EIN 43-0345811 12555 MANCHESTER ROAD · SAINT LOUIS, MO 63131 | Advisory (Plan) | $37,965 |
PAYNE NICKLES & COMPANY3 years Service code 10 · EIN 34-1664586 257 BENEDICT AVE. BLDG D · NORWALK, OH 44857 | Accounting | $27,400 |
ZABARSKY & ASSOCIATES, LLC9+ years Service code 13 · EIN 82-0560553 17074 RACCOON TRAIL · STRONGSVILLE, OH 44136 | Contract Administrator | $14,416 |
MANAGEMENT PLANNING, INC.9+ years Service code 34 · EIN 21-0646362 1000 LENOX DRIVE · LAWRENCEVILLE, NJ 08648 | Valuation (appraisals, etc.) | $12,159 |
MILLS, POTOCZAK & COMPANY5 years Service code 25 · EIN 34-1664751 27600 CHAGRIN BLVD. 200 · CLEVELAND, OH 441224464 | Directed Trustee | $9,070 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,817 | $76,670+75.8% | $96,683+39.4% | $71,457+88.7% |
| Participation rate | 96.5% | 66.6%+29.9pp | 74.3%+22.2pp | 67.9%+28.6pp |
| Annual return | 18.46% | 48.29%-29.8pp | 35.69%-17.2pp | 28.85%-10.4pp |
| Employer contribution / active EE | $13,986 | $3,031+361.4% | $3,737+274.3% | $2,588+440.5% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $435 | $2,028-78.6% | $6,730-93.5% | $1,587-72.6% |