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 JONES7 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $30,747 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,757 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,171 | $112,750-36.9% | $103,464-31.2% | $74,546-4.5% |
| Participation rate | 73.3% | 80.9%-7.6pp | 80.5%-7.2pp | 67.2%+6.1pp |
| Annual return | 14.59% | 23.22%-8.6pp | 23.91%-9.3pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $4,132 | $4,880-15.3% | $4,677-11.6% | $2,624+57.5% |
| Participant deferral / active EE | $6,576 | $7,289-9.8% | $6,624-0.7% | $4,347+51.3% |
| Admin fee / account holder | $717 | $1,702-57.8% | $9,410-92.4% | $1,944-63.1% |