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 9-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 15 · EIN 35-0145825 | Recordkeeping | $37,685 |
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $36,919 |
TSC 401K1 year Filed as: TSC, INC 401K Service code 10 · EIN 41-0955056 | Accounting | $6,967 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,231 | $59,417-13.8% | $93,606-45.3% | $74,495-31.2% |
| Participation rate | 93.4% | 59.7%+33.8pp | 68.7%+24.7pp | 67.2%+26.2pp |
| Annual return | 10.53% | 81.83%-71.3pp | 133.20%-122.7pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $697 | $1,264-44.8% | $2,420-71.2% | $2,623-73.4% |
| Participant deferral / active EE | $4,576 | $3,050+50.0% | $4,411+3.7% | $4,346+5.3% |
| Admin fee / account holder | $163 | $3,021-94.6% | $8,285-98.0% | $1,942-91.6% |