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 | $44,121 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $16,293 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,281 | $64,871+2.2% | $129,110-48.7% | $66,914-0.9% |
| Participation rate | 95.7% | 74.0%+21.7pp | 77.3%+18.4pp | 69.8%+25.9pp |
| Annual return | -14.26% | -12.21%-2.1pp | -10.94%-3.3pp | 1.58%-15.8pp |
| Employer contribution / active EE | $5,243 | $3,741+40.1% | $5,052+3.8% | $2,544+106.1% |
| Participant deferral / active EE | $4,340 | $5,090-14.7% | $6,542-33.7% | $4,237+2.4% |
| Admin fee / account holder | $238 | $629-62.2% | $14,302-98.3% | $593-60.0% |