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 JONES5 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $27,310 |
DA DAVIDSON & CO5 years Filed as: D.A. DAVIDSON, INC. Service code 28 #8 3RD STREET N · GREAT FALLS, MT 59401 | Investment Management | $21,371 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,393 | $84,487+82.7% | $125,339+23.2% | $66,914+130.7% |
| Participation rate | 81.1% | 76.4%+4.7pp | 82.4%-1.2pp | 69.8%+11.3pp |
| Annual return | -7.03% | -8.39%+1.4pp | 572.05%-579.1pp | 1.58%-8.6pp |
| Employer contribution / active EE | $15,315 | $3,553+331.1% | $4,814+218.2% | $2,544+502.0% |
| Participant deferral / active EE | $8,064 | $6,781+18.9% | $7,446+8.3% | $4,237+90.3% |
| Admin fee / account holder | $338 | $685-50.6% | $10,010-96.6% | $593-43.0% |