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 | $42,117 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $14,518 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,069 | $42,353-62.1% | $79,550-79.8% | $64,808-75.2% |
| Participation rate | 79.8% | 64.8%+15.1pp | 69.5%+10.3pp | 71.5%+8.3pp |
| Annual return | -18.70% | -12.24%-6.5pp | 0.16%-18.9pp | 32.82%-51.5pp |
| Employer contribution / active EE | $696 | $1,181-41.0% | $2,413-71.1% | $2,506-72.2% |
| Participant deferral / active EE | $3,510 | $3,170+10.7% | $3,985-11.9% | $4,310-18.6% |
| Admin fee / account holder | $25 | $160-84.3% | $6,832-99.6% | $188-86.6% |