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 |
|---|---|---|
EDWARD JONES3 years Service code 21 · EIN 43-1591643 | Bank Trustee | $10,180 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,959 | $64,286+29.0% | $90,951-8.8% | $73,409+13.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.0%+31.0pp | 72.2%+27.8pp |
| Annual return | 27.21% | 21.45%+5.8pp | 134.60%-107.4pp | 59.29%-32.1pp |
| Employer contribution / active EE | $6,472 | $895+623.6% | $2,122+205.0% | $2,234+189.8% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,805-100.0% |
| Admin fee / account holder | $27 | $287-90.6% | $5,959-99.5% | $158-82.9% |