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 | $18,061 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $11,395 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,219 | $46,292-65.0% | $143,757-88.7% | $64,808-75.0% |
| Participation rate | 34.0% | 64.2%-30.3pp | 80.3%-46.4pp | 71.5%-37.5pp |
| Annual return | -19.72% | -10.05%-9.7pp | -0.04%-19.7pp | 32.82%-52.5pp |
| Employer contribution / active EE | $633 | $1,910-66.8% | $4,951-87.2% | $2,506-74.7% |
| Participant deferral / active EE | $1,415 | $2,646-46.5% | $5,637-74.9% | $4,310-67.2% |
| Admin fee / account holder | $121 | $154-21.2% | $14,673-99.2% | $188-35.4% |