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 JONES3 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $23,677 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,691 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $847 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,920 | $60,989-36.2% | $60,874-36.1% | $66,914-41.8% |
| Participation rate | 89.0% | 74.5%+14.6pp | 73.1%+15.9pp | 69.8%+19.2pp |
| Annual return | -14.52% | -9.60%-4.9pp | 16.90%-31.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $2,177 | $2,661-18.2% | $2,701-19.4% | $2,544-14.4% |
| Participant deferral / active EE | $2,543 | $3,615-29.6% | $3,817-33.4% | $4,237-40.0% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |