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 | $8,777 |
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $6,055 |
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.
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 | $101,350 | $69,362+46.1% | $101,248+0.1% | $73,488+37.9% |
| Participation rate | 21.6% | 68.4%-46.8pp | 75.8%-54.3pp | 70.7%-49.1pp |
| Annual return | 11.23% | 18.46%-7.2pp | 46.47%-35.2pp | 28.51%-17.3pp |
| Employer contribution / active EE | $735 | $2,628-72.0% | $3,660-79.9% | $2,270-67.6% |
| Participant deferral / active EE | $1,681 | $3,300-49.1% | $4,370-61.5% | $3,740-55.0% |
| Admin fee / account holder | $213 | $704-69.8% | $5,945-96.4% | $513-58.6% |