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 |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 15 · EIN 35-0145825 | Recordkeeping | $78,670 |
EDWARD JONES6 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $35,632 |
LOREN D. STARK COMPANY1 year Filed as: LOREN D STARK COMPANY INC. Service code 26 · EIN 74-1537058 | Advisory (Participants) | $8,704 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,970 |
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 | $116,377 | $47,126+146.9% | $149,673-22.2% | $74,419+56.4% |
| Participation rate | 95.3% | 63.4%+31.9pp | 78.8%+16.5pp | 70.7%+24.6pp |
| Annual return | 15.44% | 22.75%-7.3pp | 134.42%-119.0pp | 34.38%-18.9pp |
| Employer contribution / active EE | $8,788 | $1,905+361.2% | $4,818+82.4% | $2,637+233.2% |
| Participant deferral / active EE | $4,866 | $2,728+78.4% | $5,680-14.3% | $4,528+7.5% |
| Admin fee / account holder | $103 | $343-69.9% | $13,210-99.2% | $348-70.4% |