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 01-0233346 | Recordkeeping | $45,315 |
EDWARD JONES4 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $41,750 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,081 | $104,317-43.4% | $159,436-62.9% | $86,799-31.9% |
| Participation rate | 64.4% | 77.7%-13.3pp | 82.8%-18.4pp | 72.3%-7.9pp |
| Annual return | 13.58% | 26.32%-12.7pp | 263.57%-250.0pp | 97.91%-84.3pp |
| Employer contribution / active EE | $1,686 | $3,451-51.1% | $4,829-65.1% | $2,405-29.9% |
| Participant deferral / active EE | $5,958 | $6,837-12.9% | $7,352-19.0% | $4,131+44.2% |
| Admin fee / account holder | $337 | $172+95.5% | $10,799-96.9% | $170+98.5% |