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 15 · EIN 35-0145825 | Recordkeeping | $18,483 |
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $7,378 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,307 | $26,549-38.6% | $61,373-73.4% | $66,914-75.6% |
| Participation rate | 63.5% | 38.1%+25.4pp | 52.6%+10.9pp | 69.8%-6.3pp |
| Annual return | -12.15% | -16.21%+4.1pp | 338.61%-350.8pp | 1.58%-13.7pp |
| Employer contribution / active EE | $207 | $651-68.3% | $1,159-82.2% | $2,544-91.9% |
| Participant deferral / active EE | $1,079 | $1,338-19.4% | $2,125-49.2% | $4,237-74.5% |
| Admin fee / account holder | $5 | $409-98.8% | $2,130-99.8% | $593-99.2% |