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 JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $15,665 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $13,672 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,433 | $58,083-51.0% | $80,019-64.5% | $56,287-49.5% |
| Participation rate | 79.4% | 73.6%+5.8pp | 75.8%+3.6pp | 69.9%+9.6pp |
| Annual return | -6.87% | 34.61%-41.5pp | 11.22%-18.1pp | -9.96%+3.1pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,223 | $3,135-29.1% | $3,686-39.7% | $3,350-33.6% |
| Admin fee / account holder | $204 | $623-67.3% | $6,521-96.9% | $521-60.9% |