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 LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $72,606 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $11,022 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $8,067 |
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 | $105,043 | $96,486+8.9% | $153,485-31.6% | $77,643+35.3% |
| Participation rate | 99.7% | 81.6%+18.1pp | 77.1%+22.6pp | 70.6%+29.1pp |
| Annual return | 13.66% | 14.44%-0.8pp | 15.65%-2.0pp | 31.24%-17.6pp |
| Employer contribution / active EE | $5,505 | $5,224+5.4% | $5,039+9.3% | $2,726+101.9% |
| Participant deferral / active EE | $7,702 | $6,609+16.5% | $6,757+14.0% | $4,647+65.7% |
| Admin fee / account holder | $437 | $182+139.7% | $12,724-96.6% | $430+1.6% |