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 JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $33,754 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,004 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,929 | $98,750-5.9% | $149,696-37.9% | $79,858+16.4% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | -26.55% | 27.43%-54.0pp | 276.60%-303.2pp | 31.71%-58.3pp |
| Employer contribution / active EE | $7,669 | $3,216+138.4% | $4,644+65.1% | $2,471+210.4% |
| Participant deferral / active EE | $17,060 | $5,680+200.4% | $6,842+149.4% | $3,740+356.2% |
| Admin fee / account holder | $35 | $6,053-99.4% | $9,309-99.6% | $5,306-99.3% |