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 JONES1 year Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $8,850 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $7,504 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $600 |
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 | $40,795 | $64,909-37.2% | $82,313-50.4% | $62,292-34.5% |
| Participation rate | 97.3% | 74.9%+22.4pp | 76.9%+20.4pp | 69.5%+27.8pp |
| Annual return | 22.25% | 21.18%+1.1pp | 25.88%-3.6pp | 28.90%-6.6pp |
| Employer contribution / active EE | $1,608 | $1,676-4.1% | $2,428-33.8% | $2,042-21.3% |
| Participant deferral / active EE | $2,939 | $3,103-5.3% | $3,706-20.7% | $3,169-7.3% |
| Admin fee / account holder | $123 | $440-72.1% | $5,608-97.8% | $479-74.4% |