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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,893 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $9,252 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,051 | $61,156-57.4% | $185,823-86.0% | $79,386-67.2% |
| Participation rate | 51.1% | 66.6%-15.5pp | 81.7%-30.6pp | 70.7%-19.6pp |
| Annual return | 19.54% | 19.45%+0.1pp | 122.05%-102.5pp | 116.85%-97.3pp |
| Employer contribution / active EE | $1,248 | $2,321-46.2% | $5,167-75.8% | $2,427-48.6% |
| Participant deferral / active EE | $2,497 | $2,789-10.5% | $5,568-55.2% | $4,046-38.3% |
| Admin fee / account holder | $173 | $710-75.7% | $16,237-98.9% | $626-72.4% |