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 |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 26 · EIN 43-0345811 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Participants) | $16,049 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $931 |
Filed as: WILSHIRE ASSOCIATES, INC.(USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $642 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,562 | $58,879-54.9% | $178,490-85.1% | $73,488-63.9% |
| Participation rate | 62.0% | 66.2%-4.2pp | 81.9%-19.9pp | 70.7%-8.7pp |
| Annual return | 18.46% | 24.86%-6.4pp | 151.07%-132.6pp | 28.51%-10.1pp |
| Employer contribution / active EE | $1,629 | $2,236-27.1% | $5,011-67.5% | $2,270-28.2% |
| Participant deferral / active EE | $2,957 | $2,567+15.2% | $5,202-43.2% | $3,740-20.9% |
| Admin fee / account holder | $377 | $400-5.9% | $13,984-97.3% | $513-26.6% |