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 JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $16,372 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,388 |
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 | $34,822 | $66,310-47.5% | $93,606-62.8% | $65,185-46.6% |
| Participation rate | 89.2% | 74.0%+15.2pp | 75.8%+13.4pp | 70.2%+19.0pp |
| Annual return | 24.79% | 42.58%-17.8pp | 32.76%-8.0pp | 29.38%-4.6pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,873 | $3,342-14.0% | $4,069-29.4% | $3,514-18.2% |
| Admin fee / account holder | $200 | $6,897-97.1% | $7,888-97.5% | $847-76.4% |