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 | $84,575 |
EDWARD JONES5 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $41,830 |
QUALIFIED PLANS, LLC5 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 49 · EIN 20-0223513 | Other Services | $8,501 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,677 | $89,436-28.8% | $164,813-61.4% | $77,643-18.0% |
| Participation rate | 89.2% | 78.6%+10.5pp | 78.6%+10.5pp | 70.6%+18.6pp |
| Annual return | 15.91% | 28.83%-12.9pp | 69.93%-54.0pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,247 | $2,569-51.4% | $4,341-71.3% | $2,726-54.2% |
| Participant deferral / active EE | $3,254 | $4,897-33.6% | $6,031-46.1% | $4,647-30.0% |
| Admin fee / account holder | $253 | $339-25.6% | $12,690-98.0% | $430-41.3% |