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 9-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 JONES3 years Service code 27 · EIN 43-0345811 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $52,989 |
PACO INC1 year Filed as: PACO, INC. Service code 13 · EIN 42-1064080 1200 VALLEY WEST DRIVE STE 507 · WEST DES MOINES, IA 50266 | Contract Administrator | $17,030 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,155 | $79,428+48.8% | $106,548+10.9% | $79,386+48.8% |
| Participation rate | 98.0% | 74.1%+23.8pp | 76.1%+21.8pp | 70.7%+27.3pp |
| Annual return | 15.90% | 18.27%-2.4pp | 26.80%-10.9pp | 116.85%-101.0pp |
| Employer contribution / active EE | $3,380 | $2,234+51.3% | $2,819+19.9% | $2,427+39.3% |
| Participant deferral / active EE | $4,778 | $3,823+25.0% | $4,398+8.6% | $4,046+18.1% |
| Admin fee / account holder | $279 | $523-46.7% | $7,407-96.2% | $626-55.5% |