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 15 · EIN 35-0145825 | Recordkeeping | $93,533 |
EDWARD JONES5 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $50,722 |
LOREN D. STARK COMPANY2 years Service code 26 · EIN 74-1537058 | Advisory (Participants) | $10,144 |
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 | $104,569 | $46,292+125.9% | $143,757-27.3% | $64,808+61.4% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -16.81% | -10.05%-6.8pp | -0.04%-16.8pp | 32.82%-49.6pp |
| Employer contribution / active EE | $8,498 | $1,910+345.0% | $4,951+71.6% | $2,506+239.1% |
| Participant deferral / active EE | $4,853 | $2,646+83.4% | $5,637-13.9% | $4,310+12.6% |
| Admin fee / account holder | $147 | $154-4.1% | $14,673-99.0% | $188-21.5% |