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 9-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 JONES3+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $18,790 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,649 |
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 | $69,239 | $65,376+5.9% | $87,100-20.5% | $65,185+6.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 22.48% | 31.27%-8.8pp | 28.19%-5.7pp | 29.38%-6.9pp |
| Employer contribution / active EE | $1,624 | $1,822-10.9% | $2,521-35.6% | $2,177-25.4% |
| Participant deferral / active EE | $2,339 | $3,388-31.0% | $4,049-42.2% | $3,514-33.4% |
| Admin fee / account holder | $175 | $520-66.4% | $7,497-97.7% | $847-79.4% |