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 35-0145825 | Recordkeeping | $22,402 |
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $5,848 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,911 | $58,879-42.4% | $178,490-81.0% | $73,488-53.9% |
| Participation rate | 57.3% | 66.2%-9.0pp | 81.9%-24.7pp | 70.7%-13.4pp |
| Annual return | 14.95% | 24.86%-9.9pp | 151.07%-136.1pp | 28.51%-13.6pp |
| Employer contribution / active EE | $1,455 | $2,236-34.9% | $5,011-71.0% | $2,270-35.9% |
| Participant deferral / active EE | $1,158 | $2,567-54.9% | $5,202-77.7% | $3,740-69.0% |
| Admin fee / account holder | $99 | $400-75.3% | $13,984-99.3% | $513-80.8% |