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 | $73,508 |
EDWARD JONES8 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $38,944 |
LOREN D. STARK COMPANY1 year Filed as: LOREN D. STARK CO. Service code 13 · EIN 74-1537058 | Contract Administrator | $10,583 |
Filed as: WILSHIRE ADVISORS LLC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,907 | $142,424-32.7% | $100,534-4.6% | $74,304+29.1% |
| Participation rate | 73.4% | 79.6%-6.2pp | 80.6%-7.2pp | 60.3%+13.0pp |
| Annual return | 17.22% | 27.53%-10.3pp | 32.66%-15.4pp | 29.43%-12.2pp |
| Employer contribution / active EE | $4,375 | $5,555-21.2% | $4,346+0.7% | $2,241+95.2% |
| Participant deferral / active EE | $7,120 | $8,247-13.7% | $6,144+15.9% | $3,767+89.0% |
| Admin fee / account holder | $964 | $1,986-51.5% | $7,654-87.4% | $2,969-67.5% |