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 | $40,034 |
EDWARD JONES4 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $31,728 |
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 | $83,542 | $52,293+59.8% | $178,490-53.2% | $73,409+13.8% |
| Participation rate | 61.9% | 65.3%-3.4pp | 81.9%-20.0pp | 72.2%-10.3pp |
| Annual return | 14.39% | 34.75%-20.4pp | 151.07%-136.7pp | 59.29%-44.9pp |
| Employer contribution / active EE | $1,349 | $1,735-22.3% | $5,011-73.1% | $2,234-39.6% |
| Participant deferral / active EE | $1,980 | $2,332-15.1% | $5,202-61.9% | $3,805-48.0% |
| Admin fee / account holder | $225 | $127+76.5% | $13,984-98.4% | $158+42.4% |