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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $32,045 |
EDWARD JONES4 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $19,454 |
Filed as: BERNARD ROBINSON & CO Service code 10 · EIN 56-0571159 | Accounting | $14,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $48,256 | $48,698-0.9% | $93,606-48.4% | $199,593-75.8% |
| Participation rate | 14.5% | 63.5%-49.0pp | 68.7%-54.2pp | 72.0%-57.5pp |
| Annual return | 12.57% | 15.34%-2.8pp | 133.20%-120.6pp | 34.25%-21.7pp |
| Employer contribution / active EE | $303 | $1,135-73.3% | $2,420-87.5% | $3,034-90.0% |
| Participant deferral / active EE | $450 | $2,817-84.0% | $4,411-89.8% | $5,087-91.1% |
| Admin fee / account holder | $65 | $195-66.7% | $8,285-99.2% | $269-75.8% |