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 JONES8 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $40,674 |
SIKICH LLP2 years Filed as: SIKICH CPA LLC Service code 99 17335 GOLF PKWY STE 500 · BROOKFIELD, WI 53045 | Other Fees | $14,800 |
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 549148285 | Contract Administrator | $9,175 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $156,782 | $80,724+94.2% | $103,333+51.7% | $74,495+110.5% |
| Participation rate | 85.8% | 65.7%+20.1pp | 74.5%+11.3pp | 67.2%+18.6pp |
| Annual return | 15.71% | 27.56%-11.9pp | 24.88%-9.2pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $4,152 | $3,157+31.5% | $3,868+7.3% | $2,623+58.3% |
| Participant deferral / active EE | $6,889 | $3,860+78.4% | $5,057+36.2% | $4,346+58.5% |
| Admin fee / account holder | $350 | $2,368-85.2% | $8,355-95.8% | $1,942-82.0% |