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) | $19,011 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,087 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $72,333 | $80,753-10.4% | $136,294-46.9% | $62,292+16.1% |
| Participation rate | 95.3% | 73.5%+21.8pp | 81.9%+13.4pp | 69.5%+25.8pp |
| Annual return | 24.83% | 35.83%-11.0pp | 5155.94%-5131.1pp | 28.90%-4.1pp |
| Employer contribution / active EE | $3,779 | $2,884+31.0% | $4,695-19.5% | $2,042+85.0% |
| Participant deferral / active EE | $5,058 | $5,164-2.0% | $6,247-19.0% | $3,169+59.6% |
| Admin fee / account holder | $22 | $525-95.7% | $9,243-99.8% | $479-95.3% |