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 |
|---|---|---|
Filed as: LAWRENCE BLACKBUR MEEK MAXEY CO Service code 10 · EIN 76-0001095 | Accounting | $15,321 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $10,602 |
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $6,572 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,441 | $84,487-45.0% | $125,339-62.9% | $66,914-30.6% |
| Participation rate | 30.1% | 76.4%-46.4pp | 82.4%-52.3pp | 69.8%-39.7pp |
| Annual return | -14.48% | -8.39%-6.1pp | 572.05%-586.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $416 | $3,553-88.3% | $4,814-91.4% | $2,544-83.6% |
| Participant deferral / active EE | $1,131 | $6,781-83.3% | $7,446-84.8% | $4,237-73.3% |
| Admin fee / account holder | $573 | $685-16.4% | $10,010-94.3% | $593-3.4% |