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 JONES5+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $15,583 |
Service code 10 · EIN 56-2437610 | Accounting | $9,876 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,850 |
WILSHIRE ASSOCIATES INCORPORATED5+ years 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 | $29,838 | $49,138-39.3% | $84,015-64.5% | $65,185-54.2% |
| Participation rate | 94.8% | 60.7%+34.0pp | 69.0%+25.8pp | 70.2%+24.6pp |
| Annual return | 19.97% | 23.00%-3.0pp | 71.31%-51.3pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,769 | $914+93.6% | $1,983-10.8% | $2,177-18.7% |
| Participant deferral / active EE | $2,181 | $2,397-9.0% | $3,239-32.7% | $3,514-37.9% |
| Admin fee / account holder | $13 | $543-97.6% | $6,101-99.8% | $847-98.5% |