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 4-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 | $34,542 |
EDWARD JONES4+ years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $26,888 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,316 | $55,416-50.7% | $75,972-64.0% | $77,643-64.8% |
| Participation rate | 94.8% | 63.6%+31.3pp | 69.1%+25.8pp | 70.6%+24.3pp |
| Annual return | 15.75% | 17.07%-1.3pp | 359.55%-343.8pp | 31.24%-15.5pp |
| Employer contribution / active EE | $2,311 | $1,788+29.3% | $2,685-13.9% | $2,726-15.2% |
| Participant deferral / active EE | $3,293 | $3,447-4.5% | $4,255-22.6% | $4,647-29.1% |
| Admin fee / account holder | $112 | $414-72.9% | $6,467-98.3% | $430-73.9% |