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 JONES1 year Service code 12 47294 PROGRESS CT STE B · SOLDOTNA, AK 996698329 | Direct payment from the plan; Claims ... | $9,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,274 | $52,953-76.8% | $172,739-92.9% | $65,185-81.2% |
| Participation rate | 32.1% | 66.2%-34.1pp | 82.6%-50.5pp | 70.2%-38.1pp |
| Annual return | 20.16% | 30.12%-10.0pp | 802.84%-782.7pp | 29.38%-9.2pp |
| Employer contribution / active EE | $286 | $2,190-86.9% | $5,143-94.4% | $2,177-86.9% |
| Participant deferral / active EE | $776 | $2,471-68.6% | $5,198-85.1% | $3,514-77.9% |
| Admin fee / account holder | $90 | $472-80.9% | $13,954-99.4% | $847-89.3% |