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 | $21,303 |
EDWARD JONES3 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $8,039 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,176 | $27,839-49.1% | $58,482-75.8% | $71,457-80.2% |
| Participation rate | 81.8% | 34.5%+47.3pp | 50.9%+31.0pp | 67.9%+13.9pp |
| Annual return | 12.32% | 26.81%-14.5pp | 4239.32%-4227.0pp | 28.85%-16.5pp |
| Employer contribution / active EE | $220 | $631-65.1% | $1,053-79.1% | $2,588-91.5% |
| Participant deferral / active EE | $1,144 | $1,206-5.2% | $1,924-40.6% | $4,289-73.3% |
| Admin fee / account holder | $8 | $1,641-99.5% | $2,516-99.7% | $1,587-99.5% |