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 JONES8+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $18,441 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,662 |
RETIREMENT STRATEGIES, INC.8+ years Filed as: RETIREMENT STRATEGIES LLC Service code 12 · EIN 27-0017183 | Recordkeeping and information managem... | $5,185 |
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,131 | $81,900-33.9% | $119,609-54.7% | $68,494-21.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.71% | -23.82%+8.1pp | -14.97%-0.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,667 | $2,693+36.2% | $4,232-13.3% | $2,596+41.2% |
| Participant deferral / active EE | $4,179 | $4,148+0.8% | $5,602-25.4% | $4,027+3.8% |
| Admin fee / account holder | $93 | $6,582-98.6% | $10,323-99.1% | $5,403-98.3% |