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 7-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 84-0467907 | Recordkeeping | $26,875 |
EDWARD JONES3 years Filed as: EDWARD JONES & CO Service code 27 · EIN 43-0345811 | Advisory (Plan) | $13,996 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,943 | $60,776-60.6% | $85,682-72.1% | $79,386-69.8% |
| Participation rate | 84.4% | 62.1%+22.3pp | 69.9%+14.5pp | 70.7%+13.7pp |
| Annual return | 13.41% | 16.57%-3.2pp | 21.49%-8.1pp | 116.85%-103.4pp |
| Employer contribution / active EE | $2,210 | $1,663+32.8% | $2,618-15.6% | $2,427-9.0% |
| Participant deferral / active EE | $3,546 | $2,919+21.5% | $3,923-9.6% | $4,046-12.3% |
| Admin fee / account holder | $290 | $438-33.8% | $6,873-95.8% | $626-53.7% |