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 JONES4 years Service code 17 9100 E. TANQUE VERDE RD, STE 120B · TUCSON, AZ 857018523 | Pension Consulting | $27,526 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,238 | $60,989-57.0% | $60,874-56.9% | $66,914-60.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -16.13% | -9.60%-6.5pp | 16.90%-33.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,519 | $2,661-42.9% | $2,701-43.8% | $2,544-40.3% |
| Participant deferral / active EE | $2,856 | $3,615-21.0% | $3,817-25.2% | $4,237-32.6% |
| Admin fee / account holder | $185 | $338-45.3% | $3,224-94.3% | $593-68.8% |