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 JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $16,341 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,167 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $490 |
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 | $35,426 | $65,322-45.8% | $70,449-49.7% | $73,488-51.8% |
| Participation rate | 95.0% | 77.0%+18.1pp | 75.1%+20.0pp | 70.7%+24.4pp |
| Annual return | 6.78% | 15.71%-8.9pp | 109.03%-102.3pp | 28.51%-21.7pp |
| Employer contribution / active EE | $2,329 | $2,460-5.3% | $2,737-14.9% | $2,270+2.6% |
| Participant deferral / active EE | $2,824 | $3,375-16.3% | $3,709-23.9% | $3,740-24.5% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |