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 66 | Other insurance wrap fees; Insurance ... | $15,028 |
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $5,984 |
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 15 · EIN 35-0145825 | Recordkeeping | $3,384 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,607 | $45,863-55.1% | $77,024-73.2% | $68,494-69.9% |
| Participation rate | 94.6% | 55.9%+38.7pp | 67.9%+26.7pp | 67.9%+26.7pp |
| Annual return | -17.39% | 1.72%-19.1pp | 42.32%-59.7pp | -7.84%-9.5pp |
| Employer contribution / active EE | $918 | $1,650-44.4% | $2,812-67.4% | $2,596-64.7% |
| Participant deferral / active EE | $2,601 | $2,962-12.2% | $4,426-41.2% | $4,027-35.4% |
| Admin fee / account holder | $89 | $3,041-97.1% | $5,425-98.4% | $5,403-98.4% |