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 JONES2 years Service code 26 1316 NORTH WALNUT ST. · CAMERON, MO 64429 | Advisory (Participants) | $50,629 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $40,450 |
RETIREMENT PLANNING SERVICES, INC.2 years Service code 12 · EIN 84-1096179 | Claims processing; Consulting (genera... | $800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $177,507 | $99,957+77.6% | $149,696+18.6% | $73,488+141.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 24.07% | 53.87%-29.8pp | 276.60%-252.5pp | 28.51%-4.4pp |
| Employer contribution / active EE | $9,271 | $3,191+190.5% | $4,644+99.6% | $2,270+308.4% |
| Participant deferral / active EE | $8,017 | $6,073+32.0% | $6,842+17.2% | $3,740+114.4% |
| Admin fee / account holder | $657 | $551+19.3% | $9,309-92.9% | $513+28.1% |