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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $9,720 |
Filed as: EDWARD D JONES & CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $0 |
Filed as: WILLSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,609 | $72,482+5.7% | $129,110-40.7% | $64,808+18.2% |
| Participation rate | 98.0% | 79.2%+18.8pp | 77.3%+20.7pp | 71.5%+26.5pp |
| Annual return | -16.21% | -9.08%-7.1pp | -10.94%-5.3pp | 32.82%-49.0pp |
| Employer contribution / active EE | $5,311 | $4,247+25.0% | $5,052+5.1% | $2,506+111.9% |
| Participant deferral / active EE | $7,430 | $5,679+30.8% | $6,542+13.6% | $4,310+72.4% |
| Admin fee / account holder | $306 | $144+112.2% | $14,302-97.9% | $188+63.0% |