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 LP Service code 27 · EIN 43-0345811 | Advisory (Plan) | $25,263 |
LOREN D. STARK COMPANY2 years Filed as: LOREN D STARK COMPANY INC Service code 13 | Contract Administrator | $1,847 |
NOVA 401(K) ASSOCIATES1 year Service code 13 | Contract Administrator | $1,549 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,437 | $54,701+34.3% | $86,188-14.8% | $71,457+2.8% |
| Participation rate | 80.0% | 60.1%+19.9pp | 69.0%+11.0pp | 67.9%+12.1pp |
| Annual return | 13.13% | 20.06%-6.9pp | 1168.45%-1155.3pp | 28.85%-15.7pp |
| Employer contribution / active EE | $2,408 | $1,265+90.3% | $2,380+1.2% | $2,588-7.0% |
| Participant deferral / active EE | $4,517 | $3,108+45.3% | $3,985+13.3% | $4,289+5.3% |
| Admin fee / account holder | $35 | $1,922-98.2% | $6,852-99.5% | $1,587-97.8% |