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 |
|---|---|---|
DEFINITI LLC3 years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 | Contract Administrator | $64,523 |
EDWARD JONES10+ years Service code 27 1255 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $36,505 |
LAWRENCE CUMPSTON & ASSOCIATES11+ years Service code 10 · EIN 41-1859614 | Accounting | $13,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,028 | $57,831-25.6% | $82,389-47.8% | $85,563-49.7% |
| Participation rate | 91.9% | 55.0%+36.9pp | 69.5%+22.3pp | 66.0%+25.9pp |
| Annual return | 16.90% | 17.86%-1.0pp | 28.67%-11.8pp | 31.51%-14.6pp |
| Employer contribution / active EE | $1,821 | $1,643+10.9% | $2,517-27.6% | $2,654-31.4% |
| Participant deferral / active EE | $1,700 | $3,118-45.5% | $4,155-59.1% | $4,375-61.2% |
| Admin fee / account holder | $196 | $1,391-85.9% | $7,231-97.3% | $834-76.5% |