See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $18,141 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $14,190 |
THE FINWAY GROUP3 years Service code 15 · EIN 42-1468222 | Recordkeeping | $3,520 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,498 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,723 | $100,923-10.1% | $150,045-39.5% | $74,304+22.1% |
| Participation rate | 92.8% | 70.1%+22.7pp | 82.3%+10.5pp | 60.3%+32.5pp |
| Annual return | 19.58% | 51.77%-32.2pp | 62.55%-43.0pp | 29.43%-9.8pp |
| Employer contribution / active EE | $3,356 | $3,463-3.1% | $4,693-28.5% | $2,241+49.8% |
| Participant deferral / active EE | $10,234 | $6,709+52.5% | $7,997+28.0% | $3,767+171.6% |
| Admin fee / account holder | $240 | $2,767-91.3% | $13,435-98.2% | $2,969-91.9% |