See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES7 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $37,788 |
DA DAVIDSON & CO7 years Filed as: D.A. DAVIDSON, INC. Service code 28 #8 3RD STREET N · GREAT FALLS, MT 59401 | Investment Management | $31,729 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,684 | $101,317+64.5% | $146,958+13.4% | $74,495+123.8% |
| Participation rate | 98.4% | 75.5%+22.9pp | 82.2%+16.2pp | 67.2%+31.2pp |
| Annual return | 13.34% | 8730.91%-8717.6pp | 418.34%-405.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $13,865 | $3,810+263.9% | $4,933+181.1% | $2,623+428.6% |
| Participant deferral / active EE | $8,897 | $7,303+21.8% | $8,070+10.2% | $4,346+104.7% |
| Admin fee / account holder | $354 | $1,739-79.7% | $12,998-97.3% | $1,942-81.8% |