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 |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 27 · EIN 43-0345811 | Advisory (Plan) | $29,185 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,209 |
Filed as: NORTHWESTERN WISCONSIN ASSOCIATES, Service code 15 · EIN 39-1444845 | Recordkeeping | $4,958 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,865 | $95,274-19.3% | $135,903-43.4% | $74,419+3.3% |
| Participation rate | 48.8% | 78.2%-29.4pp | 81.9%-33.1pp | 70.7%-21.9pp |
| Annual return | 20.08% | 32.77%-12.7pp | 68.23%-48.2pp | 34.38%-14.3pp |
| Employer contribution / active EE | $2,785 | $3,874-28.1% | $4,856-42.7% | $2,637+5.6% |
| Participant deferral / active EE | $2,073 | $7,782-73.4% | $7,758-73.3% | $4,528-54.2% |
| Admin fee / account holder | $297 | $266+11.7% | $10,762-97.2% | $348-14.5% |