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 | $51,210 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $23,899 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,313 | $72,137+14.1% | $142,449-42.2% | $71,457+15.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 76.8%+23.2pp | 67.9%+32.1pp |
| Annual return | 16.41% | 21.15%-4.7pp | 19.99%-3.6pp | 28.85%-12.4pp |
| Employer contribution / active EE | $5,115 | $3,793+34.9% | $4,847+5.5% | $2,588+97.7% |
| Participant deferral / active EE | $5,216 | $5,280-1.2% | $6,283-17.0% | $4,289+21.6% |
| Admin fee / account holder | $290 | $1,433-79.8% | $10,011-97.1% | $1,587-81.7% |