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 |
|---|---|---|
EDWARD JONES7+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,111 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,689 |
RETIREMENT STRATEGIES, INC.7+ years Filed as: RETIREMENT STRATEGIES LLC Service code 12 · EIN 27-0017183 | Other services; Consulting (general);... | $5,400 |
Filed as: WILLSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,931 | $99,985-33.1% | $146,665-54.4% | $85,850-22.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 10.12% | 18.93%-8.8pp | 22.74%-12.6pp | 318.53%-308.4pp |
| Employer contribution / active EE | $3,580 | $2,559+39.9% | $4,136-13.4% | $2,565+39.6% |
| Participant deferral / active EE | $4,085 | $4,006+2.0% | $5,506-25.8% | $3,952+3.4% |
| Admin fee / account holder | $100 | $7,702-98.7% | $10,280-99.0% | $6,260-98.4% |