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 JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $18,727 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,607 |
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 | $39,639 | $79,519-50.2% | $95,952-58.7% | $73,409-46.0% |
| Participation rate | 69.8% | 81.2%-11.3pp | 77.1%-7.2pp | 72.2%-2.3pp |
| Annual return | 18.20% | 19.20%-1.0pp | 91.61%-73.4pp | 59.29%-41.1pp |
| Employer contribution / active EE | $463 | $2,048-77.4% | $2,541-81.8% | $2,234-79.3% |
| Participant deferral / active EE | $2,524 | $4,138-39.0% | $4,167-39.4% | $3,805-33.7% |
| Admin fee / account holder | $34 | $184-81.4% | $6,795-99.5% | $158-78.3% |