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 15 · EIN 01-0233346 | Recordkeeping | $24,056 |
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $14,171 |
Filed as: WILSHIRE ASSOCIATES INC (USA Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,889 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,182 | $72,254-70.7% | $86,677-75.6% | $64,808-67.3% |
| Participation rate | 97.1% | 80.4%+16.7pp | 76.6%+20.6pp | 71.5%+25.7pp |
| Annual return | -11.56% | 392.42%-404.0pp | 35.91%-47.5pp | 32.82%-44.4pp |
| Employer contribution / active EE | $182 | $2,393-92.4% | $2,836-93.6% | $2,506-92.7% |
| Participant deferral / active EE | $1,898 | $4,658-59.3% | $4,656-59.2% | $4,310-56.0% |
| Admin fee / account holder | $98 | $174-43.9% | $7,493-98.7% | $188-48.0% |