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 8-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 JONES3+ years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $6,710 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $325 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,507 | $52,293-66.5% | $178,490-90.2% | $73,409-76.2% |
| Participation rate | 15.3% | 65.3%-50.1pp | 81.9%-66.7pp | 72.2%-56.9pp |
| Annual return | 18.69% | 34.75%-16.1pp | 151.07%-132.4pp | 59.29%-40.6pp |
| Employer contribution / active EE | $375 | $1,735-78.4% | $5,011-92.5% | $2,234-83.2% |
| Participant deferral / active EE | $398 | $2,332-82.9% | $5,202-92.3% | $3,805-89.5% |
| Admin fee / account holder | $188 | $127+47.5% | $13,984-98.7% | $158+19.0% |