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 JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $13,348 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,124 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,288 | $73,404-50.6% | $87,100-58.3% | $67,579-46.3% |
| Participation rate | 63.2% | 80.9%-17.7pp | 76.9%-13.7pp | 71.3%-8.1pp |
| Annual return | 20.85% | 48.29%-27.4pp | 28.19%-7.3pp | 378.56%-357.7pp |
| Employer contribution / active EE | $387 | $2,014-80.8% | $2,521-84.7% | $2,148-82.0% |
| Participant deferral / active EE | $2,051 | $3,913-47.6% | $4,049-49.3% | $3,539-42.0% |
| Admin fee / account holder | $71 | $142-49.8% | $7,497-99.1% | $142-50.0% |