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 |
|---|---|---|
EDWARD JONES1 year Service code 17 26 N BROADWAY ST · BROKEN BOW, OK 74728 | Pension Consulting | $25,445 |
TRISTAR PENSION LTD1 year Service code 10 · EIN 73-1553813 | Accounting | $3,596 |
AMERICAN FUNDS1 year Filed as: CAPITAL BANK AND TRUST COMPANY Service code 15 · EIN 95-6817943 | Recordkeeping | $725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,884 | $64,286-38.0% | $90,951-56.1% | $73,409-45.7% |
| Participation rate | 46.1% | 63.6%-17.5pp | 69.0%-22.9pp | 72.2%-26.0pp |
| Annual return | 23.16% | 21.45%+1.7pp | 134.60%-111.4pp | 59.29%-36.1pp |
| Employer contribution / active EE | $1,018 | $895+13.8% | $2,122-52.0% | $2,234-54.4% |
| Participant deferral / active EE | $1,498 | $2,453-38.9% | $3,373-55.6% | $3,805-60.6% |
| Admin fee / account holder | $27 | $287-90.5% | $5,959-99.5% | $158-82.7% |