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 9-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 | $42,490 |
EDWARD JONES8 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $39,747 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 14 · EIN 46-5378846 | Plan Administrator | $7,949 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $97,079 | $55,415+75.2% | $155,509-37.6% | $74,495+30.3% |
| Participation rate | 73.9% | 61.9%+12.0pp | 78.2%-4.2pp | 67.2%+6.7pp |
| Annual return | 11.18% | 268.50%-257.3pp | 64.67%-53.5pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,820 | $2,267-19.7% | $4,672-61.0% | $2,623-30.6% |
| Participant deferral / active EE | $2,879 | $2,836+1.5% | $5,626-48.8% | $4,346-33.7% |
| Admin fee / account holder | $301 | $1,738-82.7% | $15,912-98.1% | $1,942-84.5% |