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 | $36,870 |
EDWARD JONES6 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $33,612 |
Filed as: MESIROW FINANCIAL INV. MANAGEMENT Service code 27 353 N. CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $6,732 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,642 | $65,061+16.3% | $143,757-47.4% | $66,914+13.0% |
| Participation rate | 70.4% | 65.2%+5.2pp | 80.3%-9.9pp | 69.8%+0.6pp |
| Annual return | -15.68% | -11.14%-4.5pp | -0.04%-15.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,857 | $2,361-21.3% | $4,951-62.5% | $2,544-27.0% |
| Participant deferral / active EE | $2,931 | $2,919+0.4% | $5,637-48.0% | $4,237-30.8% |
| Admin fee / account holder | $237 | $502-52.9% | $14,673-98.4% | $593-60.1% |