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 | $21,190 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $5,657 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $1,205 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,850 | $93,182-34.7% | $146,665-58.5% | $79,386-23.3% |
| Participation rate | 67.2% | 76.4%-9.2pp | 80.1%-12.9pp | 70.7%-3.5pp |
| Annual return | 22.12% | 21.61%+0.5pp | 22.74%-0.6pp | 116.85%-94.7pp |
| Employer contribution / active EE | $1,360 | $2,420-43.8% | $4,136-67.1% | $2,427-44.0% |
| Participant deferral / active EE | $3,637 | $4,169-12.8% | $5,506-33.9% | $4,046-10.1% |
| Admin fee / account holder | $217 | $585-62.8% | $10,280-97.9% | $626-65.3% |