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 13 · EIN 42-0127290 | Contract Administrator | $55,947 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $12,762 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.)
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 | $45,921 | $65,862-30.3% | $124,672-63.2% | $79,386-42.2% |
| Participation rate | 91.2% | 62.2%+28.9pp | 74.6%+16.6pp | 70.7%+20.5pp |
| Annual return | 25.41% | 19.02%+6.4pp | 5142.93%-5117.5pp | 116.85%-91.4pp |
| Employer contribution / active EE | $244 | $1,883-87.1% | $3,324-92.7% | $2,427-90.0% |
| Participant deferral / active EE | $2,034 | $2,772-26.6% | $4,614-55.9% | $4,046-49.7% |
| Admin fee / account holder | $325 | $673-51.6% | $7,493-95.7% | $626-48.1% |