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 |
|---|---|---|
EDWARD JONES3 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 1255 MANCHESTER ROAD · SAINT LOUIS, MO 63131 | Advisory (Participants) | $12,947 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,051 |
Filed as: WILLSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,036 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,944 | $52,953-20.8% | $172,739-75.7% | $65,185-35.7% |
| Participation rate | 50.4% | 66.2%-15.8pp | 82.6%-32.2pp | 70.2%-19.8pp |
| Annual return | 24.02% | 30.12%-6.1pp | 802.84%-778.8pp | 29.38%-5.4pp |
| Employer contribution / active EE | $1,446 | $2,190-33.9% | $5,143-71.9% | $2,177-33.6% |
| Participant deferral / active EE | $2,808 | $2,471+13.7% | $5,198-46.0% | $3,514-20.1% |
| Admin fee / account holder | $20 | $472-95.8% | $13,954-99.9% | $847-97.7% |