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 49 · EIN 43-0345811 | Other Services | $11,692 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,198 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,362 | $46,732-17.9% | $156,549-75.5% | $55,167-30.5% |
| Participation rate | 82.3% | 65.8%+16.5pp | 84.0%-1.7pp | 69.0%+13.3pp |
| Annual return | 7.16% | 17.72%-10.6pp | 32.23%-25.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,318 | $2,105-37.4% | $5,501-76.0% | $1,963-32.8% |
| Participant deferral / active EE | $2,044 | $2,204-7.3% | $4,871-58.0% | $3,054-33.1% |
| Admin fee / account holder | $31 | $418-92.6% | $13,027-99.8% | $504-93.8% |