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 JONES5 years Service code 27 · EIN 43-0345811 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $53,743 |
PACO INC3 years Filed as: PACO, INC. Service code 13 · EIN 42-1064080 1200 VALLEY WEST DRIVE STE 507 · WEST DES MOINES, IA 50266 | Contract Administrator | $9,704 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,379 | $84,784+31.4% | $98,439+13.1% | $74,419+49.7% |
| Participation rate | 97.4% | 81.5%+15.9pp | 75.2%+22.3pp | 70.7%+26.7pp |
| Annual return | 22.95% | 20.59%+2.4pp | 21.16%+1.8pp | 34.38%-11.4pp |
| Employer contribution / active EE | $3,746 | $3,364+11.3% | $3,048+22.9% | $2,637+42.0% |
| Participant deferral / active EE | $5,001 | $5,218-4.2% | $4,738+5.6% | $4,528+10.4% |
| Admin fee / account holder | $160 | $204-21.7% | $8,948-98.2% | $348-54.0% |