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 JONES1 year Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $7,721 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,658 |
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $837 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,764 | $51,466-53.8% | $78,778-69.8% | $62,292-61.9% |
| Participation rate | 91.6% | 59.8%+31.8pp | 69.2%+22.4pp | 69.5%+22.1pp |
| Annual return | 15.14% | 19.96%-4.8pp | 35.62%-20.5pp | 28.90%-13.8pp |
| Employer contribution / active EE | $812 | $827-1.8% | $1,986-59.1% | $2,042-60.2% |
| Participant deferral / active EE | $2,672 | $2,147+24.4% | $2,958-9.7% | $3,169-15.7% |
| Admin fee / account holder | $57 | $489-88.4% | $5,134-98.9% | $479-88.2% |