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 |
|---|---|---|
Service code 13 740 NW BLUE PARKWAY, SUITE 201 · LEES SUMMIT, MO 64086 | Contract Administrator | $5,241 |
EDWARD JONES1 year Service code 55 6300 W. 143RD STREET STE 220 · OVERLAND PARK, KS 662232910 | Other Commissions | $4,667 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,292 | $50,643-20.4% | $106,619-62.2% | $55,167-27.0% |
| Participation rate | 46.4% | 65.6%-19.1pp | 78.0%-31.6pp | 69.0%-22.6pp |
| Annual return | 6.68% | 7.02%-0.3pp | 9.42%-2.7pp | 169.23%-162.5pp |
| Employer contribution / active EE | $429 | $1,626-73.6% | $3,947-89.1% | $1,963-78.1% |
| Participant deferral / active EE | $1,313 | $2,208-40.5% | $3,930-66.6% | $3,054-57.0% |
| Admin fee / account holder | $45 | $488-90.7% | $6,418-99.3% | $504-91.0% |