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 10-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 JONES7 years Service code 17 9100 E. TANQUE VERDE RD, STE 120B · TUCSON, AZ 857018523 | Pension Consulting | $28,916 |
PINNACLE PLAN DESIGN, LLC2 years Service code 10 · EIN 20-3970947 1985 RIVER ROAD · TUCSON, AZ 85718 | Accounting | $15,080 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,140 | $67,984-45.4% | $65,493-43.3% | $74,304-50.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 14.97% | 19.87%-4.9pp | 982.45%-967.5pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,736 | $2,491-30.3% | $2,574-32.6% | $2,241-22.5% |
| Participant deferral / active EE | $3,014 | $3,346-9.9% | $3,961-23.9% | $3,767-20.0% |
| Admin fee / account holder | $188 | $1,373-86.3% | $5,028-96.3% | $2,969-93.7% |