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 9-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 | $30,133 |
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $26,132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,432 | $47,977+26.0% | $154,107-60.8% | $56,287+7.4% |
| Participation rate | 60.9% | 66.2%-5.2pp | 83.0%-22.1pp | 69.9%-8.9pp |
| Annual return | 0.60% | 3.54%-2.9pp | 735.12%-734.5pp | -9.96%+10.6pp |
| Employer contribution / active EE | $1,308 | $2,169-39.7% | $5,298-75.3% | $2,111-38.0% |
| Participant deferral / active EE | $1,969 | $2,392-17.7% | $5,081-61.3% | $3,350-41.2% |
| Admin fee / account holder | $192 | $438-56.3% | $13,411-98.6% | $521-63.2% |