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) | $4,286 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $171 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $75 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,386 | $98,750-80.4% | $149,696-87.0% | $79,858-75.7% |
| Participation rate | 89.9% | 75.8%+14.1pp | 82.5%+7.4pp | 69.6%+20.3pp |
| Annual return | 18.77% | 27.43%-8.7pp | 276.60%-257.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $992 | $3,216-69.2% | $4,644-78.6% | $2,471-59.9% |
| Participant deferral / active EE | $4,854 | $5,680-14.5% | $6,842-29.0% | $3,740+29.8% |
| Admin fee / account holder | $77 | $6,053-98.7% | $9,309-99.2% | $5,306-98.5% |