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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $38,270 |
EDWARD JONES7 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $33,707 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,073 | $91,762-48.7% | $67,502-30.3% | $77,643-39.4% |
| Participation rate | 62.2% | 75.9%-13.7pp | 72.9%-10.7pp | 70.6%-8.4pp |
| Annual return | 12.67% | 14.87%-2.2pp | 3512.12%-3499.5pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,546 | $3,181-51.4% | $2,731-43.4% | $2,726-43.3% |
| Participant deferral / active EE | $2,298 | $3,903-41.1% | $4,000-42.6% | $4,647-50.6% |
| Admin fee / account holder | $170 | $176-3.5% | $3,998-95.8% | $430-60.5% |