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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $28,812 |
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $20,469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,293 | $102,3170% | $146,958-30.4% | $80,856+26.5% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.2%-32.2pp | 67.6%-17.6pp |
| Annual return | 14.21% | 134.76%-120.5pp | 418.34%-404.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,677 | $3,713-54.8% | $4,933-66.0% | $2,755-39.1% |
| Participant deferral / active EE | $7,364 | $6,644+10.8% | $8,070-8.7% | $4,296+71.4% |
| Admin fee / account holder | $40 | $7,941-99.5% | $12,998-99.7% | $6,918-99.4% |