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 JONES5 years Service code 21 · EIN 43-1591643 | Bank Trustee | $6,157 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,447 | $42,353+59.3% | $79,550-15.2% | $64,808+4.1% |
| Participation rate | 99.7% | 64.8%+35.0pp | 69.5%+30.2pp | 71.5%+28.2pp |
| Annual return | 2.49% | -12.24%+14.7pp | 0.16%+2.3pp | 32.82%-30.3pp |
| Employer contribution / active EE | $8,874 | $1,181+651.7% | $2,413+267.7% | $2,506+254.1% |
| Participant deferral / active EE | $0 | $3,170-100.0% | $3,985-100.0% | $4,310-100.0% |
| Admin fee / account holder | $14 | $160-91.4% | $6,832-99.8% | $188-92.7% |