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 JONES4 years Filed as: EDWARD D. JONES & CO., L.P. Service code 27 · EIN 43-0345811 12555 MANCHESTER ROAD · SAINT LOUIS, MO 63131 | Advisory (Plan) | $32,646 |
PAYNE NICKLES & COMPANY4 years Service code 10 · EIN 34-1664586 257 BENEDICT AVE. BLDG D · NORWALK, OH 44857 | Accounting | $32,290 |
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 1621 EUCLID AVE 1250 · CLEVELAND, OH 44115 | Contract Administrator | $23,947 |
MANAGEMENT PLANNING, INC.10+ years Service code 34 · EIN 21-0646362 1000 LENOX DRIVE · LAWRENCEVILLE, NJ 08648 | Valuation (appraisals, etc.) | $12,580 |
Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 19 · EIN 34-1753575 159 CROCKER PARK BLVD · WESTLAKE, OH 44145 | Securities Custodian | $9,043 |
Filed as: THE MGM GROUP INC Service code 25 · EIN 93-4596146 8584 E WASHINGTON ST · CHAGRIN FALLS, OH 44023 | Directed Trustee | $6,750 |
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 | $156,002 | $80,724+93.3% | $103,333+51.0% | $74,495+109.4% |
| Participation rate | 96.1% | 65.7%+30.4pp | 74.5%+21.6pp | 67.2%+28.9pp |
| Annual return | 16.35% | 27.56%-11.2pp | 24.88%-8.5pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $16,340 | $3,157+417.5% | $3,868+322.5% | $2,623+522.9% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $526 | $2,368-77.8% | $8,355-93.7% | $1,942-72.9% |