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 |
|---|---|---|
EDWARD JONES3+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $13,652 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,922 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $70,592 | $71,192-0.8% | $117,854-40.1% | $62,292+13.3% |
| Participation rate | 72.0% | 74.2%-2.3pp | 79.7%-7.7pp | 69.5%+2.5pp |
| Annual return | 15.88% | 18.66%-2.8pp | 335.08%-319.2pp | 28.90%-13.0pp |
| Employer contribution / active EE | $1,284 | $1,934-33.6% | $3,786-66.1% | $2,042-37.1% |
| Participant deferral / active EE | $2,569 | $3,189-19.5% | $4,482-42.7% | $3,169-19.0% |
| Admin fee / account holder | $95 | $587-83.8% | $8,020-98.8% | $479-80.1% |