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 JONES7 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $33,348 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 99 17335 GOLF PKWY STE 500 · BROOKFIELD, WI 53045 | Other Fees | $13,700 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $713 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 549148285 | Contract Administrator | $640 |
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 | $137,523 | $76,670+79.4% | $96,683+42.2% | $71,457+92.5% |
| Participation rate | 87.8% | 66.6%+21.2pp | 74.3%+13.4pp | 67.9%+19.8pp |
| Annual return | 20.11% | 48.29%-28.2pp | 35.69%-15.6pp | 28.85%-8.7pp |
| Employer contribution / active EE | $4,002 | $3,031+32.0% | $3,737+7.1% | $2,588+54.7% |
| Participant deferral / active EE | $6,126 | $3,771+62.4% | $4,878+25.6% | $4,289+42.8% |
| Admin fee / account holder | $269 | $2,028-86.7% | $6,730-96.0% | $1,587-83.0% |