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) | $22,401 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,600 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,383 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,655 | $65,557-34.9% | $64,056-33.4% | $71,457-40.3% |
| Participation rate | 79.3% | 73.2%+6.1pp | 72.3%+7.0pp | 67.9%+11.3pp |
| Annual return | 12.25% | 18.94%-6.7pp | 33.69%-21.4pp | 28.85%-16.6pp |
| Employer contribution / active EE | $2,088 | $2,669-21.8% | $2,747-24.0% | $2,588-19.3% |
| Participant deferral / active EE | $2,545 | $3,626-29.8% | $3,880-34.4% | $4,289-40.7% |
| Admin fee / account holder | $0 | $616-100.0% | $3,068-100.0% | $1,587-100.0% |