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 | $22,424 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $12,881 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,053 | $47,126-57.4% | $149,673-86.6% | $74,419-73.1% |
| Participation rate | 29.0% | 63.4%-34.4pp | 78.8%-49.7pp | 70.7%-41.7pp |
| Annual return | 21.09% | 22.75%-1.7pp | 134.42%-113.3pp | 34.38%-13.3pp |
| Employer contribution / active EE | $720 | $1,905-62.2% | $4,818-85.1% | $2,637-72.7% |
| Participant deferral / active EE | $1,475 | $2,728-45.9% | $5,680-74.0% | $4,528-67.4% |
| Admin fee / account holder | $154 | $343-55.2% | $13,210-98.8% | $348-55.9% |