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 | $9,226 |
EDWARD JONES4 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $7,649 |
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 | $103,112 | $64,119+60.8% | $112,228-8.1% | $66,914+54.1% |
| Participation rate | 23.1% | 68.5%-45.3pp | 75.1%-51.9pp | 69.8%-46.7pp |
| Annual return | -17.09% | -13.81%-3.3pp | 27.45%-44.5pp | 1.58%-18.7pp |
| Employer contribution / active EE | $854 | $3,005-71.6% | $3,635-76.5% | $2,544-66.5% |
| Participant deferral / active EE | $1,934 | $3,693-47.6% | $4,728-59.1% | $4,237-54.4% |
| Admin fee / account holder | $251 | $625-59.8% | $6,410-96.1% | $593-57.7% |