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 |
|---|---|---|
Filed as: EDWARD D. JONES & CO. Service code 33 · EIN 43-0345811 | Securities brokerage | $6,742 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,549 | $86,655-72.8% | $119,609-80.3% | $66,914-64.8% |
| Participation rate | 68.9% | 75.6%-6.6pp | 79.3%-10.3pp | 69.8%-0.9pp |
| Annual return | -16.07% | -8.00%-8.1pp | -14.97%-1.1pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,169 | $2,536-53.9% | $4,232-72.4% | $2,544-54.1% |
| Participant deferral / active EE | $1,488 | $4,358-65.9% | $5,602-73.4% | $4,237-64.9% |
| Admin fee / account holder | $7 | $755-99.0% | $10,323-99.9% | $593-98.8% |