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 JONES3+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $23,405 |
QUALIFIED PLANS, LLC2+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 49 · EIN 20-0223513 | Other Services | $5,914 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,510 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $53,333 | $55,453-3.8% | $170,442-68.7% | $62,292-14.4% |
| Participation rate | 98.0% | 66.4%+31.6pp | 83.6%+14.4pp | 69.5%+28.4pp |
| Annual return | 18.13% | 21.38%-3.2pp | 205.93%-187.8pp | 28.90%-10.8pp |
| Employer contribution / active EE | $1,910 | $2,164-11.7% | $5,433-64.8% | $2,042-6.5% |
| Participant deferral / active EE | $3,462 | $2,303+50.3% | $4,939-29.9% | $3,169+9.2% |
| Admin fee / account holder | $13 | $455-97.0% | $13,880-99.9% | $479-97.2% |