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 15 · EIN 35-0145825 | Recordkeeping | $8,573 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $5,445 |
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 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 | $92,359 | $63,114+46.3% | $92,893-0.6% | $65,185+41.7% |
| Participation rate | 19.2% | 68.8%-49.6pp | 76.0%-56.8pp | 70.2%-51.0pp |
| Annual return | 18.73% | 28.75%-10.0pp | 109.41%-90.7pp | 29.38%-10.7pp |
| Employer contribution / active EE | $674 | $2,571-73.8% | $3,653-81.5% | $2,177-69.0% |
| Participant deferral / active EE | $1,500 | $3,108-51.7% | $4,236-64.6% | $3,514-57.3% |
| Admin fee / account holder | $212 | $624-66.0% | $5,794-96.3% | $847-74.9% |