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 JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $11,233 |
HERBEIN & COMPANY, INC.2 years Filed as: HERBEIN & COMPANY INC. Service code 10 · EIN 23-2415973 | Accounting | $5,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,195 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
LEGG MASON3 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NORTHERN FUNDS3 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $128,075 | $63,114+102.9% | $92,893+37.9% | $65,185+96.5% |
| Participation rate | 37.1% | 68.8%-31.6pp | 76.0%-38.9pp | 70.2%-33.1pp |
| Annual return | 26.54% | 28.75%-2.2pp | 109.41%-82.9pp | 29.38%-2.8pp |
| Employer contribution / active EE | $979 | $2,571-61.9% | $3,653-73.2% | $2,177-55.0% |
| Participant deferral / active EE | $2,178 | $3,108-29.9% | $4,236-48.6% | $3,514-38.0% |
| Admin fee / account holder | $442 | $624-29.1% | $5,794-92.4% | $847-47.8% |