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 38 · EIN 35-0145825 | Participant Communication | $119,075 |
EDWARD JONES4 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $57,447 |
LOREN D. STARK COMPANY1 year Service code 26 · EIN 74-1537058 | Advisory (Participants) | $11,376 |
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 | $137,676 | $56,485+143.7% | $185,823-25.9% | $86,799+58.6% |
| Participation rate | 99.4% | 65.5%+33.9pp | 81.7%+17.7pp | 72.3%+27.1pp |
| Annual return | 13.20% | 118.04%-104.8pp | 122.05%-108.8pp | 97.91%-84.7pp |
| Employer contribution / active EE | $9,158 | $1,843+397.0% | $5,167+77.2% | $2,405+280.7% |
| Participant deferral / active EE | $5,573 | $2,553+118.3% | $5,568+0.1% | $4,131+34.9% |
| Admin fee / account holder | $150 | $150+0.4% | $16,237-99.1% | $170-11.4% |