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 JONES3 years Service code 17 26 N BROADWAY ST · BROKEN BOW, OK 74728 | Pension Consulting | $27,785 |
TRISTAR PENSION LTD3 years Service code 10 · EIN 73-1553813 | Accounting | $5,116 |
AMERICAN FUNDS3 years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 15 · EIN 95-6817943 | Recordkeeping | $1,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $29,116 | $42,353-31.3% | $79,550-63.4% | $64,808-55.1% |
| Participation rate | 45.4% | 64.8%-19.4pp | 69.5%-24.1pp | 71.5%-26.1pp |
| Annual return | -20.25% | -12.24%-8.0pp | 0.16%-20.4pp | 32.82%-53.1pp |
| Employer contribution / active EE | $1,066 | $1,181-9.7% | $2,413-55.8% | $2,506-57.5% |
| Participant deferral / active EE | $1,633 | $3,170-48.5% | $3,985-59.0% | $4,310-62.1% |
| Admin fee / account holder | $127 | $160-20.4% | $6,832-98.1% | $188-32.3% |