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 JONES9+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $17,260 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,590 |
RETIREMENT STRATEGIES, INC.9+ years Filed as: RETIREMENT STRATEGIES LLC Service code 12 · EIN 27-0017183 | Claims processing; Consulting (genera... | $5,504 |
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 | $73,209 | $91,538-20.0% | $129,995-43.7% | $75,163-2.6% |
| Participation rate | 98.8% | 71.4%+27.4pp | 78.5%+20.4pp | 67.2%+31.6pp |
| Annual return | 14.51% | -631.11%+645.6pp | -137.18%+151.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $3,792 | $2,845+33.3% | $4,320-12.2% | $2,670+42.0% |
| Participant deferral / active EE | $4,450 | $4,341+2.5% | $5,820-23.5% | $4,125+7.9% |
| Admin fee / account holder | $117 | $6,790-98.3% | $10,614-98.9% | $5,651-97.9% |