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 JONES3 years Service code 27 P.O. BOX 66906 · SAINT LOUIS, MO 631666906 | Advisory (Plan) | $15,721 |
PENSION ASSURANCE LLP6+ years Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1160402 | Other Services | $1,275 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,658 | $54,573-75.0% | $90,951-85.0% | $73,488-81.4% |
| Participation rate | 93.3% | 61.2%+32.1pp | 69.0%+24.3pp | 70.7%+22.6pp |
| Annual return | 13.13% | 16.69%-3.6pp | 134.60%-121.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $2,801 | $991+182.5% | $2,122+32.0% | $2,270+23.4% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $123 | $521-76.4% | $5,959-97.9% | $513-76.0% |