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 |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 12555 MANCHESTER RD · DES PERES, MO 63131 | Advisory (Participants) | $3,867 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,520 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $202 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,011 | $71,192-85.9% | $117,854-91.5% | $62,292-83.9% |
| Participation rate | 87.6% | 74.2%+13.4pp | 79.7%+8.0pp | 69.5%+18.1pp |
| Annual return | 13.56% | 18.66%-5.1pp | 335.08%-321.5pp | 28.90%-15.3pp |
| Employer contribution / active EE | $2 | $1,934-99.9% | $3,786-99.9% | $2,042-99.9% |
| Participant deferral / active EE | $1,740 | $3,189-45.4% | $4,482-61.2% | $3,169-45.1% |
| Admin fee / account holder | $225 | $587-61.7% | $8,020-97.2% | $479-53.1% |