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 | $37,464 |
EDWARD JONES7 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $35,735 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 14 · EIN 46-5378846 | Plan Administrator | $7,147 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,713 | $61,272+51.3% | $149,673-38.1% | $71,457+29.7% |
| Participation rate | 72.0% | 62.5%+9.5pp | 78.8%-6.8pp | 67.9%+4.1pp |
| Annual return | 15.79% | 35.85%-20.1pp | 134.42%-118.6pp | 28.85%-13.1pp |
| Employer contribution / active EE | $2,063 | $2,378-13.3% | $4,818-57.2% | $2,588-20.3% |
| Participant deferral / active EE | $3,281 | $2,917+12.5% | $5,680-42.2% | $4,289-23.5% |
| Admin fee / account holder | $271 | $1,261-78.5% | $13,210-97.9% | $1,587-82.9% |