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 Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $9,448 |
Filed as: CDM RETIREMENT CONSULTANTS, INC Service code 15 · EIN 52-2136664 300 EAST JOPPA ROAD, SUITE 601 · TOWSON, MD 21286 | Recordkeeping | $5,335 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,230 | $155,795-88.9% | $136,294-87.4% | $69,631-75.3% |
| Participation rate | 58.5% | 75.2%-16.8pp | 81.9%-23.4pp | 70.7%-12.2pp |
| Annual return | 67.98% | 232464.33%-232396.4pp | 5155.94%-5088.0pp | 27571.02%-27503.0pp |
| Employer contribution / active EE | $1,379 | $2,991-53.9% | $4,695-70.6% | $2,032-32.2% |
| Participant deferral / active EE | $2,664 | $5,394-50.6% | $6,247-57.4% | $3,224-17.4% |
| Admin fee / account holder | $100 | $128-22.2% | $9,243-98.9% | $110-9.7% |