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 13 · EIN 42-0127290 | Contract Administrator | $96,558 |
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $52,152 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $421,952 | $59,584+608.2% | $86,874+385.7% | $79,386+431.5% |
| Participation rate | 98.8% | 67.7%+31.1pp | 71.6%+27.1pp | 70.7%+28.1pp |
| Annual return | 24.10% | 23.15%+0.9pp | 63.52%-39.4pp | 116.85%-92.8pp |
| Employer contribution / active EE | $4,418 | $1,768+150.0% | $2,495+77.1% | $2,427+82.0% |
| Participant deferral / active EE | $6,368 | $3,036+109.7% | $3,699+72.1% | $4,046+57.4% |
| Admin fee / account holder | $532 | $604-12.0% | $5,828-90.9% | $626-15.1% |