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 JONES2 years 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,629 | $69,362-53.0% | $101,248-67.8% | $73,488-55.6% |
| Participation rate | 98.2% | 68.4%+29.8pp | 75.8%+22.4pp | 70.7%+27.5pp |
| Annual return | 18.03% | 18.46%-0.4pp | 46.47%-28.4pp | 28.51%-10.5pp |
| Employer contribution / active EE | $2,584 | $2,628-1.7% | $3,660-29.4% | $2,270+13.8% |
| Participant deferral / active EE | $5,195 | $3,300+57.4% | $4,370+18.9% | $3,740+38.9% |
| Admin fee / account holder | $224 | $704-68.2% | $5,945-96.2% | $513-56.4% |