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 |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $11,263 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $620 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $400 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,967 | $50,637-46.7% | $86,590-68.9% | $62,292-56.7% |
| Participation rate | 73.5% | 67.9%+5.6pp | 73.5%0pp | 69.5%+4.0pp |
| Annual return | 23.06% | 20.80%+2.3pp | 964.84%-941.8pp | 28.90%-5.8pp |
| Employer contribution / active EE | $1,257 | $2,075-39.4% | $2,839-55.7% | $2,042-38.5% |
| Participant deferral / active EE | $2,371 | $2,611-9.2% | $3,609-34.3% | $3,169-25.2% |
| Admin fee / account holder | $8 | $413-98.1% | $4,906-99.8% | $479-98.4% |