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 27 · EIN 43-0345811 | Advisory (Plan) | $56,592 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $24,123 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,265 | $79,700+27.1% | $153,485-34.0% | $74,495+35.9% |
| Participation rate | 96.9% | 69.8%+27.1pp | 77.1%+19.8pp | 67.2%+29.7pp |
| Annual return | 15.18% | 15.07%+0.1pp | 15.65%-0.5pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $5,566 | $4,016+38.6% | $5,039+10.5% | $2,623+112.2% |
| Participant deferral / active EE | $5,503 | $5,315+3.5% | $6,757-18.6% | $4,346+26.6% |
| Admin fee / account holder | $357 | $1,790-80.1% | $12,724-97.2% | $1,942-81.6% |