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 JONES8 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $112,120 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $17,250 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,016 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,704 | $112,623-46.1% | $106,213-42.8% | $199,593-69.6% |
| Participation rate | 82.5% | 86.2%-3.7pp | 75.3%+7.3pp | 72.0%+10.6pp |
| Annual return | 14.11% | 15.57%-1.5pp | 116.14%-102.0pp | 34.25%-20.1pp |
| Employer contribution / active EE | $1,737 | $4,575-62.0% | $3,171-45.2% | $3,034-42.8% |
| Participant deferral / active EE | $3,620 | $6,659-45.6% | $5,016-27.8% | $5,087-28.8% |
| Admin fee / account holder | $234 | $107+118.8% | $11,033-97.9% | $269-12.9% |