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) | $12,927 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,993 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $42,452 | $55,453-23.4% | $170,442-75.1% | $62,292-31.9% |
| Participation rate | 90.0% | 66.4%+23.6pp | 83.6%+6.4pp | 69.5%+20.5pp |
| Annual return | 17.36% | 21.38%-4.0pp | 205.93%-188.6pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,434 | $2,164-33.7% | $5,433-73.6% | $2,042-29.8% |
| Participant deferral / active EE | $2,263 | $2,303-1.7% | $4,939-54.2% | $3,169-28.6% |
| Admin fee / account holder | $34 | $455-92.5% | $13,880-99.8% | $479-92.9% |