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 | $38,044 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,827 |
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 | $85,267 | $72,554+17.5% | $138,135-38.3% | $73,488+16.0% |
| Participation rate | 99.4% | 74.8%+24.6pp | 78.7%+20.7pp | 70.7%+28.8pp |
| Annual return | 14.89% | 17.50%-2.6pp | 20.51%-5.6pp | 28.51%-13.6pp |
| Employer contribution / active EE | $6,177 | $3,511+75.9% | $5,587+10.6% | $2,270+172.1% |
| Participant deferral / active EE | $4,156 | $4,908-15.3% | $6,431-35.4% | $3,740+11.1% |
| Admin fee / account holder | $262 | $464-43.7% | $11,856-97.8% | $513-49.0% |