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 JONES6+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $32,031 |
QUALIFIED PLANS, LLC5+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 49 · EIN 20-0223513 | Other Services | $7,854 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,414 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,469 | $52,293+15.6% | $178,490-66.1% | $73,409-17.6% |
| Participation rate | 95.7% | 65.3%+30.4pp | 81.9%+13.8pp | 72.2%+23.5pp |
| Annual return | 18.91% | 34.75%-15.8pp | 151.07%-132.2pp | 59.29%-40.4pp |
| Employer contribution / active EE | $2,328 | $1,735+34.1% | $5,011-53.5% | $2,234+4.2% |
| Participant deferral / active EE | $3,936 | $2,332+68.8% | $5,202-24.3% | $3,805+3.4% |
| Admin fee / account holder | $13 | $127-89.9% | $13,984-99.9% | $158-91.8% |