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 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $25,188 |
DA DAVIDSON & CO2 years Filed as: D.A. DAVIDSON, INC. Service code 28 #8 3RD STREET N · GREAT FALLS, MT 59401 | Investment Management | $7,324 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,609 | $89,652+12.2% | $141,162-28.7% | $65,185+54.3% |
| Participation rate | 93.3% | 74.7%+18.6pp | 82.5%+10.8pp | 70.2%+23.1pp |
| Annual return | 22.34% | 32.79%-10.4pp | 71.39%-49.0pp | 29.38%-7.0pp |
| Employer contribution / active EE | $10,631 | $3,065+246.9% | $4,735+124.5% | $2,177+388.4% |
| Participant deferral / active EE | $6,044 | $5,691+6.2% | $6,709-9.9% | $3,514+72.0% |
| Admin fee / account holder | $221 | $569-61.1% | $10,261-97.8% | $847-73.9% |