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 JONES4 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $35,290 |
DA DAVIDSON & CO4 years Filed as: D.A. DAVIDSON, INC. Service code 28 #8 3RD STREET N · GREAT FALLS, MT 59401 | Investment Management | $23,018 |
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 | $139,789 | $105,181+32.9% | $159,436-12.3% | $85,850+62.8% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.8%+10.0pp | 69.3%+23.5pp |
| Annual return | 19.25% | 45.07%-25.8pp | 263.57%-244.3pp | 318.53%-299.3pp |
| Employer contribution / active EE | $12,480 | $3,318+276.1% | $4,829+158.4% | $2,565+386.5% |
| Participant deferral / active EE | $8,129 | $5,945+36.7% | $7,352+10.6% | $3,952+105.7% |
| Admin fee / account holder | $374 | $6,933-94.6% | $10,799-96.5% | $6,260-94.0% |