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) | $27,032 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,127 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 · EIN 13-3180178 | Contract Administrator | $10,152 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,403 | $99,078-58.2% | $96,544-57.1% | $74,419-44.4% |
| Participation rate | 81.9% | 80.7%+1.2pp | 76.0%+6.0pp | 70.7%+11.2pp |
| Annual return | 18.79% | 22.48%-3.7pp | 25.84%-7.0pp | 34.38%-15.6pp |
| Employer contribution / active EE | $569 | $2,570-77.9% | $2,965-80.8% | $2,637-78.4% |
| Participant deferral / active EE | $3,311 | $4,933-32.9% | $4,851-31.7% | $4,528-26.9% |
| Admin fee / account holder | $77 | $225-65.6% | $8,252-99.1% | $348-77.8% |