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 JONES1 year Service code 17 9100 E. TANQUE VERDE RD, STE 120B · TUCSON, AZ 857018523 | Pension Consulting | $13,553 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,483 | $60,795-58.1% | $69,455-63.3% | $65,185-60.9% |
| Participation rate | 96.5% | 74.9%+21.6pp | 74.6%+21.9pp | 70.2%+26.3pp |
| Annual return | 6.27% | 17.46%-11.2pp | 28.97%-22.7pp | 29.38%-23.1pp |
| Employer contribution / active EE | $1,262 | $2,452-48.5% | $2,779-54.6% | $2,177-42.0% |
| Participant deferral / active EE | $2,558 | $3,162-19.1% | $3,535-27.7% | $3,514-27.2% |
| Admin fee / account holder | $126 | $314-59.8% | $3,839-96.7% | $847-85.1% |