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) | $29,418 |
CARPENTER MORSE GROUP2 years Service code 37 · EIN 81-4636200 | Loan Processing | $14,790 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,445 | $69,159-1.0% | $125,175-45.3% | $67,579+1.3% |
| Participation rate | 64.3% | 78.2%-13.9pp | 79.8%-15.5pp | 71.3%-7.0pp |
| Annual return | 23.22% | 27.12%-3.9pp | 43.79%-20.6pp | 378.56%-355.3pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $3,865-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,956 | $3,700+34.0% | $4,937+0.4% | $3,539+40.0% |
| Admin fee / account holder | $512 | $142+261.3% | $9,702-94.7% | $142+260.0% |