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 | $36,427 |
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $22,652 |
Filed as: LEAVITT CHRISTENSEN PLLC Service code 10 · EIN 82-0398216 | Accounting | $21,654 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,610 | $79,944-27.9% | $98,439-41.5% | $75,163-23.4% |
| Participation rate | 67.3% | 70.4%-3.0pp | 75.2%-7.8pp | 67.2%+0.2pp |
| Annual return | 12.55% | 19.75%-7.2pp | 21.16%-8.6pp | 160.62%-148.1pp |
| Employer contribution / active EE | $2,797 | $2,264+23.6% | $3,048-8.2% | $2,670+4.8% |
| Participant deferral / active EE | $8,483 | $3,752+126.1% | $4,738+79.0% | $4,125+105.6% |
| Admin fee / account holder | $115 | $6,840-98.3% | $8,948-98.7% | $5,651-98.0% |