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 16 · EIN 43-0345811 | Consulting | $13,826 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,000 |
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 | $76,248 | $78,422-2.8% | $95,952-20.5% | $79,858-4.5% |
| Participation rate | 62.8% | 73.5%-10.7pp | 77.1%-14.3pp | 69.6%-6.8pp |
| Annual return | 10.23% | 19.37%-9.1pp | 91.61%-81.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,593 | $1,945-18.1% | $2,541-37.3% | $2,471-35.5% |
| Participant deferral / active EE | $3,916 | $3,440+13.8% | $4,167-6.0% | $3,740+4.7% |
| Admin fee / account holder | $249 | $5,622-95.6% | $6,795-96.3% | $5,306-95.3% |