See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Service code 17 9100 E. TANQUE VERDE RD, STE 120B · TUCSON, AZ 857018523 | Pension Consulting | $22,188 |
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 | $27,634 | $65,557-57.8% | $64,056-56.9% | $71,457-61.3% |
| Participation rate | 99.3% | 73.2%+26.2pp | 72.3%+27.0pp | 67.9%+31.4pp |
| Annual return | 13.08% | 18.94%-5.9pp | 33.69%-20.6pp | 28.85%-15.8pp |
| Employer contribution / active EE | $1,563 | $2,669-41.4% | $2,747-43.1% | $2,588-39.6% |
| Participant deferral / active EE | $2,719 | $3,626-25.0% | $3,880-29.9% | $4,289-36.6% |
| Admin fee / account holder | $125 | $616-79.7% | $3,068-95.9% | $1,587-92.1% |