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 5-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 |
|---|---|---|
EDWARD JONES2+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $0 |
Service code 17 · EIN 39-1444845 | Pension Consulting | $0 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES, INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,645 | $73,638-67.9% | $95,952-75.4% | $73,488-67.8% |
| Participation rate | 88.2% | 76.2%+12.0pp | 77.1%+11.1pp | 70.7%+17.5pp |
| Annual return | 6.19% | 16.78%-10.6pp | 91.61%-85.4pp | 28.51%-22.3pp |
| Employer contribution / active EE | $1,675 | $1,863-10.1% | $2,541-34.1% | $2,270-26.2% |
| Participant deferral / active EE | $913 | $3,617-74.7% | $4,167-78.1% | $3,740-75.6% |
| Admin fee / account holder | $71 | $482-85.3% | $6,795-99.0% | $513-86.1% |