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 15 · EIN 84-0467907 | Recordkeeping | $36,385 |
Filed as: EDWARD D JONES & CO Service code 28 · EIN 43-0345811 | Investment Management | $17,809 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,062 | $84,936-67.0% | $111,297-74.8% | $79,386-64.7% |
| Participation rate | 90.5% | 75.9%+14.7pp | 77.3%+13.2pp | 70.7%+19.8pp |
| Annual return | 18.99% | 17.45%+1.5pp | 54.65%-35.7pp | 116.85%-97.9pp |
| Employer contribution / active EE | $2,626 | $1,979+32.7% | $2,731-3.8% | $2,427+8.2% |
| Participant deferral / active EE | $4,538 | $3,888+16.7% | $4,487+1.1% | $4,046+12.2% |
| Admin fee / account holder | $251 | $537-53.4% | $7,964-96.9% | $626-60.0% |