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 JONES & CO. Service code 27 · EIN 43-0345811 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Plan) | $22,763 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,630 |
Filed as: DYATECH Service code 13 · EIN 64-0936231 | Contract Administrator | $0 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 13 · EIN 81-3989034 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,507 | $94,621-43.5% | $138,135-61.3% | $73,409-27.1% |
| Participation rate | 27.8% | 83.4%-55.7pp | 78.7%-50.9pp | 72.2%-44.4pp |
| Annual return | 16.51% | 16.57%-0.1pp | 20.51%-4.0pp | 59.29%-42.8pp |
| Employer contribution / active EE | $1,240 | $4,410-71.9% | $5,587-77.8% | $2,234-44.5% |
| Participant deferral / active EE | $1,313 | $6,199-78.8% | $6,431-79.6% | $3,805-65.5% |
| Admin fee / account holder | $25 | $140-82.5% | $11,856-99.8% | $158-84.4% |