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 |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $12,270 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,232 | $72,492+23.1% | $87,100+2.4% | $72,985+22.3% |
| Participation rate | 63.5% | 72.8%-9.3pp | 76.9%-13.3pp | 69.5%-6.0pp |
| Annual return | 21.09% | 24.46%-3.4pp | 28.19%-7.1pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,496 | $1,894-21.0% | $2,521-40.7% | $2,440-38.7% |
| Participant deferral / active EE | $3,799 | $3,270+16.2% | $4,049-6.2% | $3,607+5.3% |
| Admin fee / account holder | $234 | $5,055-95.4% | $7,497-96.9% | $5,124-95.4% |