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 JONES7 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $50,530 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $46,194 |
Filed as: MESIROW FINANCIAL, INC. Service code 16 · EIN 36-3194849 | Consulting | $10,190 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $63 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,116 | $50,815+234.8% | $155,509+9.4% | $77,643+119.1% |
| Participation rate | 98.5% | 63.1%+35.4pp | 78.2%+20.4pp | 70.6%+28.0pp |
| Annual return | 15.78% | 34.80%-19.0pp | 64.67%-48.9pp | 31.24%-15.5pp |
| Employer contribution / active EE | $8,355 | $1,993+319.3% | $4,672+78.8% | $2,726+206.5% |
| Participant deferral / active EE | $5,287 | $2,822+87.4% | $5,626-6.0% | $4,647+13.8% |
| Admin fee / account holder | $277 | $437-36.5% | $15,912-98.3% | $430-35.6% |