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 JONES5+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $28,001 |
QUALIFIED PLANS, LLC4+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 49 · EIN 20-0223513 | Other Services | $6,866 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,028 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $60,750 | $62,928-3.5% | $172,739-64.8% | $67,579-10.1% |
| Participation rate | 92.4% | 64.5%+27.9pp | 82.6%+9.7pp | 71.3%+21.1pp |
| Annual return | 24.22% | 30.36%-6.1pp | 802.84%-778.6pp | 378.56%-354.3pp |
| Employer contribution / active EE | $2,021 | $1,636+23.5% | $5,143-60.7% | $2,148-5.9% |
| Participant deferral / active EE | $3,705 | $2,145+72.8% | $5,198-28.7% | $3,539+4.7% |
| Admin fee / account holder | $15 | $167-91.1% | $13,954-99.9% | $142-89.6% |