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 JONES2 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $25,013 |
Service code 99 W7435 COUNTY ROAD AW · WAUPUN, WI 53963 | Other Fees | $14,983 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: RETIREMENT ADVANTAGE, INC. Service code 13 47 PARK PL STE 850 · APPLETON, WI 549148233 | Contract Administrator | $1,025 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $563 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $87,929 | $55,449+58.6% | $83,848+4.9% | $56,287+56.2% |
| Participation rate | 89.3% | 68.0%+21.2pp | 76.1%+13.1pp | 69.9%+19.4pp |
| Annual return | -5.77% | -1.38%-4.4pp | 850.88%-856.6pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,859 | $2,430+17.6% | $3,631-21.3% | $2,111+35.4% |
| Participant deferral / active EE | $4,466 | $2,935+52.2% | $4,082+9.4% | $3,350+33.3% |
| Admin fee / account holder | $80 | $656-87.9% | $5,478-98.5% | $521-84.7% |