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 | $83,369-65.7% | $105,223-72.8% | $67,986-57.9% |
| Participation rate | 82.9% | 56.3%+26.6pp | 75.0%+7.8pp | 57.2%+25.7pp |
| Annual return | 18.57% | 24.64%-6.1pp | 180.65%-162.1pp | 31.67%-13.1pp |
| Employer contribution / active EE | $720 | $2,541-71.7% | $3,689-80.5% | $2,019-64.3% |
| Participant deferral / active EE | $3,023 | $3,295-8.3% | $5,072-40.4% | $3,358-10.0% |
| Admin fee / account holder | $174 | $4,073-95.7% | $8,859-98.0% | $3,203-94.6% |