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 JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $45,216 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,456 |
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).
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 | $44,941 | $58,101-22.7% | $118,925-62.2% | $73,409-38.8% |
| Participation rate | 38.5% | 56.1%-17.7pp | 75.4%-36.9pp | 72.2%-33.7pp |
| Annual return | 19.85% | 20.56%-0.7pp | 35.88%-16.0pp | 59.29%-39.4pp |
| Employer contribution / active EE | $695 | $1,445-51.9% | $3,263-78.7% | $2,234-68.9% |
| Participant deferral / active EE | $1,325 | $2,400-44.8% | $4,265-68.9% | $3,805-65.2% |
| Admin fee / account holder | $30 | $138-78.3% | $6,581-99.5% | $158-81.0% |