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 | $7,967 |
EDWARD JONES7 years Filed as: EDWARD D. JONES & CO, L.P. Service code 26 · EIN 43-0345811 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Participants) | $0 |
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 | $108,665 | $79,184+37.2% | $102,438+6.1% | $74,546+45.8% |
| Participation rate | 60.4% | 74.8%-14.4pp | 76.5%-16.1pp | 67.2%-6.8pp |
| Annual return | 14.00% | 54.95%-41.0pp | 29.37%-15.4pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $1,648 | $2,362-30.2% | $3,024-45.5% | $2,624-37.2% |
| Participant deferral / active EE | $5,075 | $4,414+15.0% | $5,054+0.4% | $4,347+16.7% |
| Admin fee / account holder | $260 | $2,001-87.0% | $9,448-97.3% | $1,944-86.6% |