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 JONES4 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 | $25,585 | $64,119-60.1% | $112,228-77.2% | $66,914-61.8% |
| Participation rate | 99.4% | 68.5%+30.9pp | 75.1%+24.3pp | 69.8%+29.6pp |
| Annual return | -17.21% | -13.81%-3.4pp | 27.45%-44.7pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,783 | $3,005-7.4% | $3,635-23.4% | $2,544+9.4% |
| Participant deferral / active EE | $5,277 | $3,693+42.9% | $4,728+11.6% | $4,237+24.5% |
| Admin fee / account holder | $196 | $625-68.7% | $6,410-96.9% | $593-67.0% |