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 JONES5 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $27,165 |
HAYS FINANCIAL GROUP1 year Filed as: THE HAYS FINANCIAL GROUP LLC Service code 27 80 S 8TH ST STE 700 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $9,959 |
BLUM SHAPIRO1 year Filed as: CLIFTONLARSON ALLEN, LLP Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $4,095 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,808 | $50,815+5.9% | $155,509-65.4% | $77,643-30.7% |
| Participation rate | 33.1% | 63.1%-30.1pp | 78.2%-45.1pp | 70.6%-37.5pp |
| Annual return | 16.36% | 34.80%-18.4pp | 64.67%-48.3pp | 31.24%-14.9pp |
| Employer contribution / active EE | $1,078 | $1,993-45.9% | $4,672-76.9% | $2,726-60.5% |
| Participant deferral / active EE | $1,739 | $2,822-38.4% | $5,626-69.1% | $4,647-62.6% |
| Admin fee / account holder | $107 | $437-75.5% | $15,912-99.3% | $430-75.1% |