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 7-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 | $28,563 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $22,218 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,324 | $92,224-65.0% | $105,223-69.3% | $79,634-59.4% |
| Participation rate | 43.8% | 69.2%-25.3pp | 75.0%-31.2pp | 62.5%-18.7pp |
| Annual return | 18.86% | 88.65%-69.8pp | 180.65%-161.8pp | 36.46%-17.6pp |
| Employer contribution / active EE | $1,358 | $3,965-65.8% | $3,689-63.2% | $2,529-46.3% |
| Participant deferral / active EE | $2,255 | $3,834-41.2% | $5,072-55.5% | $3,835-41.2% |
| Admin fee / account holder | $17 | $1,121-98.5% | $8,859-99.8% | $1,002-98.3% |