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 Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $28,934 |
Service code 99 W7435 COUNTY ROAD AW · WAUPUN, WI 53963 | Other Fees | $11,811 |
THE RETIREMENT ADVANTAGE INC5 years Filed as: RETIREMENT ADVANTAGE, INC. Service code 13 47 PARK PL STE 850 · APPLETON, WI 549148233 | Contract Administrator | $1,450 |
AMERICAN FUNDS5 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $700 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,425 | $69,362+86.6% | $101,248+27.8% | $73,488+76.1% |
| Participation rate | 85.6% | 68.4%+17.2pp | 75.8%+9.8pp | 70.7%+14.9pp |
| Annual return | 19.41% | 18.46%+0.9pp | 46.47%-27.1pp | 28.51%-9.1pp |
| Employer contribution / active EE | $3,552 | $2,628+35.1% | $3,660-2.9% | $2,270+56.5% |
| Participant deferral / active EE | $4,497 | $3,300+36.3% | $4,370+2.9% | $3,740+20.2% |
| Admin fee / account holder | $248 | $704-64.7% | $5,945-95.8% | $513-51.6% |