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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $73,927 |
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $41,224 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,488 | $53,165-14.4% | $86,188-47.2% | $74,419-38.9% |
| Participation rate | 95.9% | 64.9%+31.1pp | 69.0%+27.0pp | 70.7%+25.2pp |
| Annual return | 15.22% | 22.64%-7.4pp | 1168.45%-1153.2pp | 34.38%-19.2pp |
| Employer contribution / active EE | $580 | $1,210-52.1% | $2,380-75.6% | $2,637-78.0% |
| Participant deferral / active EE | $5,628 | $3,234+74.0% | $3,985+41.2% | $4,528+24.3% |
| Admin fee / account holder | $230 | $551-58.3% | $6,852-96.6% | $348-33.9% |