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 JONES6+ years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $73,368 |
RETIREMENT, LLC7+ years Filed as: RETIREMENT LLC Service code 13 · EIN 26-3723532 13838 QUAIL POINTE DR, STE B · OKLAHOMA CITY, OK 73134 | Contract Administrator | $38,575 |
LAWRENCE CUMPSTON & ASSOCIATES7+ years Service code 10 · EIN 41-1859614 | Accounting | $11,760 |
AMERICAN FUNDS7+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE LANE · LOS ANGELES, CA 90071 | Recordkeeping Fees | $2,539 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,407 | $58,347-34.2% | $85,682-55.2% | $86,799-55.8% |
| Participation rate | 83.0% | 64.9%+18.1pp | 69.9%+13.2pp | 72.3%+10.8pp |
| Annual return | 13.41% | 18.43%-5.0pp | 21.49%-8.1pp | 97.91%-84.5pp |
| Employer contribution / active EE | $1,752 | $1,751+0.1% | $2,618-33.1% | $2,405-27.2% |
| Participant deferral / active EE | $1,440 | $3,065-53.0% | $3,923-63.3% | $4,131-65.1% |
| Admin fee / account holder | $166 | $147+12.5% | $6,873-97.6% | $170-2.2% |