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 13 · EIN 42-0127290 | Contract Administrator | $11,898 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $6,017 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,779 | $54,045-50.5% | $115,157-76.7% | $65,185-58.9% |
| Participation rate | 41.8% | 63.5%-21.7pp | 75.9%-34.1pp | 70.2%-28.4pp |
| Annual return | 26.69% | 26.55%+0.1pp | 35.60%-8.9pp | 29.38%-2.7pp |
| Employer contribution / active EE | $873 | $1,653-47.2% | $3,179-72.5% | $2,177-59.9% |
| Participant deferral / active EE | $1,194 | $2,504-52.3% | $4,168-71.4% | $3,514-66.0% |
| Admin fee / account holder | $212 | $626-66.0% | $7,088-97.0% | $847-74.9% |