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 | $45,248 |
EDWARD JONES6 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $8,949 |
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).
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 | $142,584 | $86,944+64.0% | $107,525+32.6% | $74,304+91.9% |
| Participation rate | 63.4% | 59.6%+3.8pp | 75.1%-11.7pp | 60.3%+3.0pp |
| Annual return | 13.15% | 23.52%-10.4pp | 181.32%-168.2pp | 29.43%-16.3pp |
| Employer contribution / active EE | $1,567 | $2,757-43.2% | $3,754-58.3% | $2,241-30.1% |
| Participant deferral / active EE | $3,877 | $3,554+9.1% | $5,116-24.2% | $3,767+2.9% |
| Admin fee / account holder | $54 | $3,727-98.5% | $8,919-99.4% | $2,969-98.2% |