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 | $58,287 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $18,512 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,846 | $62,603-34.8% | $104,294-60.8% | $66,914-39.0% |
| Participation rate | 91.9% | 59.6%+32.3pp | 73.3%+18.7pp | 69.8%+22.1pp |
| Annual return | -13.33% | -14.70%+1.4pp | 24.61%-37.9pp | 1.58%-14.9pp |
| Employer contribution / active EE | $274 | $1,972-86.1% | $3,372-91.9% | $2,544-89.2% |
| Participant deferral / active EE | $2,457 | $2,853-13.9% | $4,625-46.9% | $4,237-42.0% |
| Admin fee / account holder | $371 | $656-43.4% | $7,339-94.9% | $593-37.4% |