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 JONES2 years Service code 17 26 N BROADWAY ST · BROKEN BOW, OK 74728 | Pension Consulting | $35,117 |
TRISTAR PENSION LTD2 years Service code 10 · EIN 73-1553813 | Accounting | $3,300 |
AMERICAN FUNDS2 years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 15 · EIN 95-6817943 | Recordkeeping | $1,220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,824 | $50,956-31.7% | $96,562-63.9% | $86,799-59.9% |
| Participation rate | 45.6% | 65.2%-19.6pp | 69.8%-24.2pp | 72.3%-26.6pp |
| Annual return | 32.39% | 21.27%+11.1pp | 37.78%-5.4pp | 97.91%-65.5pp |
| Employer contribution / active EE | $862 | $1,111-22.4% | $2,356-63.4% | $2,405-64.2% |
| Participant deferral / active EE | $1,319 | $2,954-55.3% | $3,849-65.7% | $4,131-68.1% |
| Admin fee / account holder | $18 | $166-89.2% | $6,181-99.7% | $170-89.4% |