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 JONES6 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $28,660 |
DA DAVIDSON & CO6 years Filed as: D.A. DAVIDSON, INC. Service code 28 #8 3RD STREET N · GREAT FALLS, MT 59401 | Investment Management | $22,509 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,979 | $91,407+79.4% | $135,903+20.7% | $71,457+129.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 14.42% | 29.90%-15.5pp | 68.23%-53.8pp | 28.85%-14.4pp |
| Employer contribution / active EE | $12,934 | $3,703+249.2% | $4,856+166.3% | $2,588+399.8% |
| Participant deferral / active EE | $8,049 | $7,092+13.5% | $7,758+3.8% | $4,289+87.7% |
| Admin fee / account holder | $309 | $1,266-75.6% | $10,762-97.1% | $1,587-80.5% |