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 JONES4 years Service code 27 · EIN 43-0345811 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $53,271 |
PACO INC2 years Filed as: PACO, INC. Service code 13 · EIN 42-1064080 1200 VALLEY WEST DRIVE STE 507 · WEST DES MOINES, IA 50266 | Contract Administrator | $9,638 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,014 | $81,908+14.8% | $90,749+3.6% | $64,808+45.1% |
| Participation rate | 95.8% | 80.5%+15.3pp | 75.7%+20.1pp | 71.5%+24.3pp |
| Annual return | -20.99% | -12.53%-8.5pp | -12.16%-8.8pp | 32.82%-53.8pp |
| Employer contribution / active EE | $3,480 | $3,065+13.5% | $2,921+19.1% | $2,506+38.9% |
| Participant deferral / active EE | $4,780 | $4,840-1.2% | $4,564+4.7% | $4,310+10.9% |
| Admin fee / account holder | $239 | $157+52.1% | $8,445-97.2% | $188+27.3% |