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 JONES10+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $18,685 |
RETIREMENT STRATEGIES, INC.10+ years Filed as: RETIREMENT STRATEGIES LLC Service code 12 · EIN 27-0017183 | Direct payment from the plan; Contrac... | $5,456 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,375 |
Filed as: WILLSHIRE ADVISORS LLC 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 | $66,522 | $101,724-34.6% | $164,813-59.6% | $80,856-17.7% |
| Participation rate | 96.5% | 71.8%+24.6pp | 78.6%+17.9pp | 67.6%+28.8pp |
| Annual return | 9.30% | 16.72%-7.4pp | 69.93%-60.6pp | 35.59%-26.3pp |
| Employer contribution / active EE | $3,635 | $2,953+23.1% | $4,341-16.3% | $2,755+32.0% |
| Participant deferral / active EE | $4,603 | $4,477+2.8% | $6,031-23.7% | $4,296+7.2% |
| Admin fee / account holder | $32 | $8,227-99.6% | $12,690-99.7% | $6,918-99.5% |