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 & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $12,768 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,630 |
Filed as: BENCHMARK FINANCIAL LTD Service code 49 · EIN 38-2265280 | Other Services | $2,007 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,068 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $64,719 | $42,548+52.1% | $74,550-13.2% | $56,287+15.0% |
| Participation rate | 60.6% | 60.5%+0.1pp | 69.1%-8.5pp | 69.9%-9.2pp |
| Annual return | -8.66% | 12.40%-21.1pp | 32.53%-41.2pp | -9.96%+1.3pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,498 | $2,277+53.6% | $3,108+12.5% | $3,350+4.4% |
| Admin fee / account holder | $43 | $467-90.7% | $5,060-99.1% | $521-91.7% |