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 JONES4+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $16,734 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,627 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,987 | $73,638-17.2% | $95,952-36.4% | $73,488-17.0% |
| Participation rate | 94.3% | 76.2%+18.1pp | 77.1%+17.2pp | 70.7%+23.6pp |
| Annual return | 17.12% | 16.78%+0.3pp | 91.61%-74.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $1,612 | $1,863-13.5% | $2,541-36.6% | $2,270-29.0% |
| Participant deferral / active EE | $2,214 | $3,617-38.8% | $4,167-46.9% | $3,740-40.8% |
| Admin fee / account holder | $143 | $482-70.2% | $6,795-97.9% | $513-72.0% |