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 Service code 26 · EIN 43-0345811 1316 N WALNUT ST · LA HABRA HEIGHTS, CA 90631 | Advisory (Participants) | $8,240 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,005 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $824 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,701 | $65,061-45.1% | $143,757-75.2% | $66,914-46.6% |
| Participation rate | 47.5% | 65.2%-17.7pp | 80.3%-32.8pp | 69.8%-22.3pp |
| Annual return | -14.85% | -11.14%-3.7pp | -0.04%-14.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $687 | $2,361-70.9% | $4,951-86.1% | $2,544-73.0% |
| Participant deferral / active EE | $1,554 | $2,919-46.8% | $5,637-72.4% | $4,237-63.3% |
| Admin fee / account holder | $179 | $502-64.4% | $14,673-98.8% | $593-69.9% |