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 |
|---|---|---|
JNBA FINANCIAL ADVISORS1+ years Filed as: JNBA FINANCIAL ADVISORS, INC. Service code 26 · EIN 41-1389326 8500 NORMANDALE LAKE BLVD · BLOOMINGTON, MN 55437 | Advisory (Participants) | $13,077 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,811 | $38,595-27.9% | $80,004-65.2% | $52,331-46.9% |
| Participation rate | 46.3% | 64.5%-18.2pp | 73.0%-26.7pp | 68.1%-21.8pp |
| Annual return | 0.53% | 2.04%-1.5pp | 7.63%-7.1pp | 4.54%-4.0pp |
| Employer contribution / active EE | $2 | $1,133-99.8% | $2,473-99.9% | $1,882-99.9% |
| Participant deferral / active EE | $2,283 | $2,318-1.5% | $3,204-28.7% | $3,022-24.5% |
| Admin fee / account holder | $134 | $304-55.8% | $5,033-97.3% | $592-77.3% |