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 Filed as: EDWARD D JONES & CO., L.P. Service code 27 · EIN 43-0345811 | Advisory (Plan) | $23,553 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC RETIREMENT PARTNERS, LLC Service code 17 · EIN 47-5334534 | Pension Consulting | $18,000 |
STIFEL NICOLAUS & CO INC2+ years Filed as: STIFEL NICOLAUS PRIVATE CLIENT GROU Service code 19 · EIN 43-0538770 | Securities Custodian | $17,640 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISOR SERVICES Service code 28 · EIN 35-2552359 | Investment Management | $8,005 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,755 | $80,177-26.7% | $123,892-52.6% | $57,658+1.9% |
| Participation rate | 99.5% | 74.4%+25.0pp | 81.4%+18.1pp | 70.2%+29.2pp |
| Annual return | 7.49% | 17.90%-10.4pp | 47.52%-40.0pp | 5.13%+2.4pp |
| Employer contribution / active EE | $4,838 | $2,913+66.1% | $4,617+4.8% | $1,974+145.1% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $172 | $106+61.5% | $8,357-97.9% | $95+81.6% |