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 7-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 38 · EIN 35-0145825 | Participant Communication | $16,489 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $8,794 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,529 | $54,573-73.4% | $90,951-84.0% | $73,488-80.2% |
| Participation rate | 59.6% | 61.2%-1.6pp | 69.0%-9.4pp | 70.7%-11.1pp |
| Annual return | 105.01% | 16.69%+88.3pp | 134.60%-29.6pp | 28.51%+76.5pp |
| Employer contribution / active EE | $1,517 | $991+53.0% | $2,122-28.5% | $2,270-33.2% |
| Participant deferral / active EE | $2,175 | $2,517-13.6% | $3,373-35.5% | $3,740-41.8% |
| Admin fee / account holder | $60 | $521-88.5% | $5,959-99.0% | $513-88.3% |