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 | $44,892 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $11,561 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,419 | $84,936-45.3% | $111,297-58.3% | $79,386-41.5% |
| Participation rate | 97.0% | 75.9%+21.1pp | 77.3%+19.7pp | 70.7%+26.3pp |
| Annual return | 12.52% | 17.45%-4.9pp | 54.65%-42.1pp | 116.85%-104.3pp |
| Employer contribution / active EE | $3,533 | $1,979+78.5% | $2,731+29.4% | $2,427+45.6% |
| Participant deferral / active EE | $7,379 | $3,888+89.8% | $4,487+64.4% | $4,046+82.4% |
| Admin fee / account holder | $377 | $537-29.8% | $7,964-95.3% | $626-39.8% |