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 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $28,806 |
BKD, LLP1 year Filed as: BKD Service code 13 211 N BROADWAY · SAINT LOUIS, MO 631202733 | Contract Administrator | $12,480 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 1102 CHESTNUT HILLS PKWY · FORT WAYNE, IN 468148728 | Contract Administrator | $6,448 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $750 |
RLI INSURANCE1 year Filed as: RLI INSURANCE COMPANY Service code 99 PO BOX 801742 · KANSAS CITY, MO 641801742 | Other Fees | $150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,945 | $69,362-25.1% | $101,248-48.7% | $73,488-29.3% |
| Participation rate | 97.2% | 68.4%+28.8pp | 75.8%+21.4pp | 70.7%+26.5pp |
| Annual return | 17.06% | 18.46%-1.4pp | 46.47%-29.4pp | 28.51%-11.5pp |
| Employer contribution / active EE | $10,853 | $2,628+312.9% | $3,660+196.6% | $2,270+378.1% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $75 | $704-89.3% | $5,945-98.7% | $513-85.3% |