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 Service code 27 · EIN 43-0345811 | Advisory (Plan) | $17,534 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,030 |
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 | $36,767 | $70,908-48.1% | $98,907-62.8% | $73,488-50.0% |
| Participation rate | 78.1% | 73.8%+4.3pp | 76.0%+2.1pp | 70.7%+7.4pp |
| Annual return | 15.75% | 34.17%-18.4pp | 196.43%-180.7pp | 28.51%-12.8pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,731 | $3,500-22.0% | $4,244-35.6% | $3,740-27.0% |
| Admin fee / account holder | $227 | $535-57.5% | $6,642-96.6% | $513-55.7% |