See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3+ years Service code 27 12555 MANCHESTER RD · ST LOUIS, MA 63131 | Advisory (Plan) | $34,311 |
COASTAL PENSION SERVICES1 year Service code 13 P.O. BOX 220074 · CHANTILLY, VA 201530074 | Contract Administrator | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,671 | $53,165+23.5% | $86,188-23.8% | $74,419-11.8% |
| Participation rate | 68.3% | 64.9%+3.4pp | 69.0%-0.7pp | 70.7%-2.4pp |
| Annual return | 19.55% | 22.64%-3.1pp | 1168.45%-1148.9pp | 34.38%-14.8pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,947 | $3,234+22.0% | $3,985-1.0% | $4,528-12.8% |
| Admin fee / account holder | $28 | $551-95.0% | $6,852-99.6% | $348-92.0% |