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 15 · EIN 01-0233346 | Recordkeeping | $10,298 |
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $9,863 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,622 | $86,944-67.1% | $107,525-73.4% | $74,304-61.5% |
| Participation rate | 82.9% | 59.6%+23.3pp | 75.1%+7.8pp | 60.3%+22.5pp |
| Annual return | 18.57% | 23.52%-5.0pp | 181.32%-162.8pp | 29.43%-10.9pp |
| Employer contribution / active EE | $720 | $2,757-73.9% | $3,754-80.8% | $2,241-67.9% |
| Participant deferral / active EE | $3,023 | $3,554-14.9% | $5,116-40.9% | $3,767-19.8% |
| Admin fee / account holder | $174 | $3,727-95.3% | $8,919-98.1% | $2,969-94.2% |