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 | $9,649 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $5,423 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,211 | $55,453-36.5% | $170,442-79.3% | $62,292-43.5% |
| Participation rate | 78.2% | 66.4%+11.8pp | 83.6%-5.4pp | 69.5%+8.7pp |
| Annual return | 15.87% | 21.38%-5.5pp | 205.93%-190.1pp | 28.90%-13.0pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,424 | $2,303+48.7% | $4,939-30.7% | $3,169+8.0% |
| Admin fee / account holder | $64 | $455-85.9% | $13,880-99.5% | $479-86.6% |