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 | $77,038 |
Filed as: FUTURE CAPITAL Service code 26 · EIN 62-1823351 | Advisory (Participants) | $76,455 |
EDWARD JONES7 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $72,318 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,226 | $95,274-33.6% | $135,903-53.5% | $74,419-15.0% |
| Participation rate | 95.1% | 78.2%+16.9pp | 81.9%+13.2pp | 70.7%+24.3pp |
| Annual return | 18.95% | 32.77%-13.8pp | 68.23%-49.3pp | 34.38%-15.4pp |
| Employer contribution / active EE | $2,239 | $3,874-42.2% | $4,856-53.9% | $2,637-15.1% |
| Participant deferral / active EE | $7,350 | $7,782-5.6% | $7,758-5.3% | $4,528+62.3% |
| Admin fee / account holder | $178 | $266-33.3% | $10,762-98.3% | $348-48.9% |