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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $13,608 |
EDWARD JONES2+ years Filed as: EDWARD JONES & CO. L P Service code 53 · EIN 43-0345811 | Insurance Commissions | $0 |
WALKER BENEFITS, LLC2+ years Service code 13 · EIN 32-0453512 | Contract Administrator | $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 | $26,361 | $75,183-64.9% | $123,892-78.7% | $55,167-52.2% |
| Participation rate | 97.4% | 72.8%+24.6pp | 81.4%+16.0pp | 69.0%+28.4pp |
| Annual return | 13.52% | 19.01%-5.5pp | 47.52%-34.0pp | 169.23%-155.7pp |
| Employer contribution / active EE | $2,016 | $2,823-28.6% | $4,617-56.3% | $1,963+2.7% |
| Participant deferral / active EE | $3,775 | $5,084-25.7% | $5,984-36.9% | $3,054+23.6% |
| Admin fee / account holder | $82 | $663-87.7% | $8,357-99.0% | $504-83.8% |