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) | $18,432 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,098 |
Filed as: WILSHIRE ASSOCIATES INC. (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,680 | $101,499-66.8% | $147,005-77.1% | $74,546-54.8% |
| Participation rate | 81.6% | 75.5%+6.0pp | 82.2%-0.6pp | 67.2%+14.4pp |
| Annual return | 14.45% | 8732.34%-8717.9pp | 418.76%-404.3pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $2,458 | $3,811-35.5% | $4,934-50.2% | $2,624-6.3% |
| Participant deferral / active EE | $4,019 | $7,304-45.0% | $8,070-50.2% | $4,347-7.5% |
| Admin fee / account holder | $222 | $1,748-87.3% | $13,006-98.3% | $1,944-88.6% |