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.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,324 | $95,880-66.3% | $107,525-69.9% | $85,563-62.2% |
| Participation rate | 43.8% | 70.1%-26.3pp | 75.1%-31.3pp | 66.0%-22.2pp |
| Annual return | 18.86% | 68.06%-49.2pp | 181.32%-162.5pp | 31.51%-12.6pp |
| Employer contribution / active EE | $1,358 | $3,812-64.4% | $3,754-63.8% | $2,654-48.8% |
| Participant deferral / active EE | $2,255 | $4,201-46.3% | $5,116-55.9% | $4,375-48.4% |
| Admin fee / account holder | $17 | $1,025-98.3% | $8,919-99.8% | $834-97.9% |