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 JONES2 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $20,412 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $7,204 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,686 |
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 | $33,239 | $59,186-43.8% | $76,768-56.7% | $56,287-40.9% |
| Participation rate | 97.6% | 75.2%+22.4pp | 77.0%+20.6pp | 69.9%+27.7pp |
| Annual return | -5.66% | 6.62%-12.3pp | 2.43%-8.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,429 | $1,759-18.7% | $2,485-42.5% | $2,111-32.3% |
| Participant deferral / active EE | $2,932 | $3,255-9.9% | $3,852-23.9% | $3,350-12.5% |
| Admin fee / account holder | $178 | $489-63.6% | $6,675-97.3% | $521-65.8% |