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 JONES2 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $13,242 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $917 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $880 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,471 | $44,873-38.8% | $79,464-65.4% | $56,287-51.2% |
| Participation rate | 70.9% | 68.7%+2.2pp | 73.3%-2.4pp | 69.9%+1.1pp |
| Annual return | -8.54% | 0.81%-9.4pp | 718.14%-726.7pp | -9.96%+1.4pp |
| Employer contribution / active EE | $1,545 | $2,140-27.8% | $2,800-44.8% | $2,111-26.8% |
| Participant deferral / active EE | $2,769 | $2,746+0.8% | $3,704-25.2% | $3,350-17.3% |
| Admin fee / account holder | $178 | $418-57.5% | $5,113-96.5% | $521-65.9% |