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 JONES6 years Service code 17 9100 E. TANQUE VERDE RD, STE 120B · TUCSON, AZ 857018523 | Pension Consulting | $25,477 |
Service code 10 · EIN 20-3970947 1985 E RIVER ROAD STE 111 · TUCSON, AZ 85718 | Accounting | $7,906 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,893 | $69,763-52.8% | $67,502-51.3% | $74,495-55.8% |
| Participation rate | 99.4% | 71.4%+28.0pp | 72.9%+26.5pp | 67.2%+32.2pp |
| Annual return | 15.49% | -40.34%+55.8pp | 3512.12%-3496.6pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $1,742 | $2,704-35.6% | $2,731-36.2% | $2,623-33.6% |
| Participant deferral / active EE | $3,217 | $3,636-11.5% | $4,000-19.6% | $4,346-26.0% |
| Admin fee / account holder | $199 | $896-77.8% | $3,998-95.0% | $1,942-89.8% |