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 JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 1255 MANCHESTER ROAD · SAINT LOUIS, MO 63131 | Advisory (Participants) | $7,031 |
Filed as: WILLSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $617 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $410 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,875 | $55,453-26.3% | $170,442-76.0% | $62,292-34.4% |
| Participation rate | 42.4% | 66.4%-24.0pp | 83.6%-41.2pp | 69.5%-27.2pp |
| Annual return | 16.45% | 21.38%-4.9pp | 205.93%-189.5pp | 28.90%-12.4pp |
| Employer contribution / active EE | $1,225 | $2,164-43.4% | $5,433-77.4% | $2,042-40.0% |
| Participant deferral / active EE | $2,310 | $2,303+0.3% | $4,939-53.2% | $3,169-27.1% |
| Admin fee / account holder | $20 | $455-95.7% | $13,880-99.9% | $479-95.9% |