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 | $63,418 |
PRONVEST3 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $62,632 |
EDWARD JONES6 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $62,422 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,281 | $82,202-31.5% | $125,339-55.1% | $64,808-13.2% |
| Participation rate | 95.1% | 77.9%+17.2pp | 82.4%+12.7pp | 71.5%+23.6pp |
| Annual return | -12.48% | 3.48%-16.0pp | 572.05%-584.5pp | 32.82%-45.3pp |
| Employer contribution / active EE | $1,959 | $3,615-45.8% | $4,814-59.3% | $2,506-21.8% |
| Participant deferral / active EE | $6,903 | $7,175-3.8% | $7,446-7.3% | $4,310+60.1% |
| Admin fee / account holder | $166 | $163+1.7% | $10,010-98.3% | $188-11.6% |