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 JONES6 years Service code 27 · EIN 43-0345811 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $61,482 |
PACO INC4 years Filed as: PACO, INC. Service code 13 · EIN 42-1064080 1200 VALLEY WEST DRIVE STE 507 · WEST DES MOINES, IA 50266 | Contract Administrator | $9,798 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,299 | $92,055+39.4% | $106,213+20.8% | $77,643+65.2% |
| Participation rate | 99.2% | 81.0%+18.2pp | 75.3%+24.0pp | 70.6%+28.7pp |
| Annual return | 17.86% | 17.91%0pp | 116.14%-98.3pp | 31.24%-13.4pp |
| Employer contribution / active EE | $4,101 | $3,367+21.8% | $3,171+29.3% | $2,726+50.5% |
| Participant deferral / active EE | $5,461 | $5,386+1.4% | $5,016+8.9% | $4,647+17.5% |
| Admin fee / account holder | $243 | $219+11.1% | $11,033-97.8% | $430-43.5% |