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) | $12,294 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,980 |
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).
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 | $76,127 | $80,753-5.7% | $136,294-44.1% | $62,292+22.2% |
| Participation rate | 57.2% | 73.5%-16.3pp | 81.9%-24.7pp | 69.5%-12.3pp |
| Annual return | 19.49% | 35.83%-16.3pp | 5155.94%-5136.4pp | 28.90%-9.4pp |
| Employer contribution / active EE | $2,639 | $2,884-8.5% | $4,695-43.8% | $2,042+29.2% |
| Participant deferral / active EE | $6,389 | $5,164+23.7% | $6,247+2.3% | $3,169+101.6% |
| Admin fee / account holder | $34 | $525-93.6% | $9,243-99.6% | $479-93.0% |