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: EDWARD D JONES & CO Service code 27 · EIN 43-0345811 | Advisory (Plan) | $24,300 |
LOREN D. STARK COMPANY1 year Filed as: LOREN D STARK COMPANY INC Service code 13 · EIN 74-1537058 | Contract Administrator | $5,109 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $1,030 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,118 | $49,451+11.5% | $79,550-30.7% | $66,914-17.6% |
| Participation rate | 78.9% | 61.3%+17.6pp | 69.5%+9.4pp | 69.8%+9.1pp |
| Annual return | -13.00% | 84.25%-97.3pp | 0.16%-13.2pp | 1.58%-14.6pp |
| Employer contribution / active EE | $2,174 | $1,266+71.8% | $2,413-9.9% | $2,544-14.5% |
| Participant deferral / active EE | $4,345 | $3,159+37.6% | $3,985+9.0% | $4,237+2.5% |
| Admin fee / account holder | $28 | $595-95.4% | $6,832-99.6% | $593-95.4% |