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 37 · EIN 04-2647786 | Loan Processing | $2,219 |
Filed as: EDWARD D JONES & CO Service code 61 · EIN 43-0354811 | Finders' fees / placement fees | $0 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO Service code 61 · EIN 39-6037917 | Finders' fees / placement fees | $0 |
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 | $42,890 | $36,767+16.7% | $81,478-47.4% | $62,292-31.1% |
| Participation rate | 71.6% | 54.4%+17.1pp | 68.0%+3.6pp | 69.5%+2.1pp |
| Annual return | 16.83% | 173.80%-157.0pp | 38.78%-21.9pp | 28.90%-12.1pp |
| Employer contribution / active EE | $1,477 | $1,128+30.9% | $2,568-42.5% | $2,042-27.7% |
| Participant deferral / active EE | $4,592 | $2,111+117.6% | $3,537+29.8% | $3,169+44.9% |
| Admin fee / account holder | $24 | $797-97.0% | $4,561-99.5% | $479-95.1% |