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 JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
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 | $27,670 | $63,114-56.2% | $92,893-70.2% | $65,185-57.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 37.54% | 28.75%+8.8pp | 109.41%-71.9pp | 29.38%+8.2pp |
| Employer contribution / active EE | $2,495 | $2,571-2.9% | $3,653-31.7% | $2,177+14.6% |
| Participant deferral / active EE | $4,871 | $3,108+56.7% | $4,236+15.0% | $3,514+38.6% |
| Admin fee / account holder | $236 | $624-62.2% | $5,794-95.9% | $847-72.2% |