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 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $28,374 |
DA DAVIDSON & CO3 years Filed as: D.A. DAVIDSON, INC. Service code 28 #8 3RD STREET N · GREAT FALLS, MT 59401 | Investment Management | $15,983 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,659 | $99,957+14.7% | $149,696-23.4% | $73,488+56.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 15.39% | 53.87%-38.5pp | 276.60%-261.2pp | 28.51%-13.1pp |
| Employer contribution / active EE | $8,396 | $3,191+163.1% | $4,644+80.8% | $2,270+269.9% |
| Participant deferral / active EE | $6,878 | $6,073+13.3% | $6,842+0.5% | $3,740+83.9% |
| Admin fee / account holder | $289 | $551-47.5% | $9,309-96.9% | $513-43.6% |