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 35-0145825 | Recordkeeping | $53,445 |
EDWARD JONES4 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $25,082 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,858 | $50,820-9.8% | $155,567-70.5% | $77,671-41.0% |
| Participation rate | 41.8% | 63.1%-21.3pp | 78.2%-36.4pp | 70.6%-28.8pp |
| Annual return | 13.40% | 34.85%-21.4pp | 64.74%-51.3pp | 31.21%-17.8pp |
| Employer contribution / active EE | $1,085 | $1,993-45.6% | $4,674-76.8% | $2,726-60.2% |
| Participant deferral / active EE | $1,970 | $2,823-30.2% | $5,628-65.0% | $4,648-57.6% |
| Admin fee / account holder | $14 | $436-96.8% | $15,916-99.9% | $430-96.7% |