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 13 · EIN 35-1140070 | Contract Administrator | $12,355 |
Filed as: EDWARD D. JONES Service code 26 · EIN 43-0345811 1316 N WALNUT ST · LA HABRA HEIGHTS, CA 90631 | Advisory (Participants) | $1,410 |
Service code 15 · EIN 23-7378013 | Recordkeeping | $1,300 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $287 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $141 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,323 | $61,272-47.2% | $149,673-78.4% | $71,457-54.8% |
| Participation rate | 51.6% | 62.5%-10.9pp | 78.8%-27.2pp | 67.9%-16.3pp |
| Annual return | 12.79% | 35.85%-23.1pp | 134.42%-121.6pp | 28.85%-16.1pp |
| Employer contribution / active EE | $806 | $2,378-66.1% | $4,818-83.3% | $2,588-68.8% |
| Participant deferral / active EE | $1,814 | $2,917-37.8% | $5,680-68.1% | $4,289-57.7% |
| Admin fee / account holder | $145 | $1,261-88.5% | $13,210-98.9% | $1,587-90.8% |