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 & CO Service code 50 · EIN 43-0345811 | Direct Payment | $23,625 |
Filed as: GWLA Service code 15 · EIN 84-0467907 | Recordkeeping | $4,930 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,650 | $66,528-38.9% | $86,874-53.2% | $86,799-53.2% |
| Participation rate | 65.0% | 72.4%-7.4pp | 71.6%-6.7pp | 72.3%-7.3pp |
| Annual return | 12.67% | 19.56%-6.9pp | 63.52%-50.9pp | 97.91%-85.2pp |
| Employer contribution / active EE | $1,578 | $2,007-21.4% | $2,495-36.8% | $2,405-34.4% |
| Participant deferral / active EE | $2,678 | $3,240-17.3% | $3,699-27.6% | $4,131-35.2% |
| Admin fee / account holder | $132 | $148-10.8% | $5,828-97.7% | $170-22.0% |