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 | $8,718 |
EDWARD JONES3 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $8,324 |
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 | $121,910 | $77,660+57.0% | $109,143+11.7% | $79,386+53.6% |
| Participation rate | 22.1% | 67.8%-45.7pp | 75.9%-53.7pp | 70.7%-48.6pp |
| Annual return | 15.95% | 23.44%-7.5pp | 25.75%-9.8pp | 116.85%-100.9pp |
| Employer contribution / active EE | $780 | $2,797-72.1% | $3,722-79.0% | $2,427-67.9% |
| Participant deferral / active EE | $1,783 | $3,518-49.3% | $4,653-61.7% | $4,046-55.9% |
| Admin fee / account holder | $279 | $732-61.8% | $6,752-95.9% | $626-55.4% |