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 |
|---|---|---|
JONES GREGG FINANCIAL1 year Service code 99 · EIN 26-0700134 | Other Fees | $0 |
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 | $27,757 | $57,354-51.6% | $83,848-66.9% | $64,186-56.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -8.35% | 11.38%-19.7pp | 850.88%-859.2pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,130 | $2,545-16.3% | $3,631-41.3% | $2,381-10.5% |
| Participant deferral / active EE | $3,980 | $2,993+33.0% | $4,082-2.5% | $3,470+14.7% |
| Admin fee / account holder | $29 | $4,046-99.3% | $5,478-99.5% | $4,888-99.4% |