See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $38,219 |
CENTRAL CABLE COTNRACTORS, INC6 years Service code 99 W7435 COUNTY ROAD AW · WAUPUN, WI 53963 | Other Fees | $13,464 |
THE RETIREMENT ADVANTAGE INC6 years Filed as: RETIREMENT ADVANTAGE, INC. Service code 13 600 S NICOLET RD · APPLETON, WI 549148285 | Contract Administrator | $1,625 |
AMERICAN FUNDS6 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,147 | $77,660+86.9% | $109,143+33.0% | $79,386+82.8% |
| Participation rate | 86.0% | 67.8%+18.2pp | 75.9%+10.1pp | 70.7%+15.3pp |
| Annual return | 15.98% | 23.44%-7.5pp | 25.75%-9.8pp | 116.85%-100.9pp |
| Employer contribution / active EE | $3,480 | $2,797+24.4% | $3,722-6.5% | $2,427+43.4% |
| Participant deferral / active EE | $4,707 | $3,518+33.8% | $4,653+1.2% | $4,046+16.4% |
| Admin fee / account holder | $260 | $732-64.5% | $6,752-96.1% | $626-58.5% |