See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $77,469 |
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $32,313 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,431 | $47,126-37.5% | $149,673-80.3% | $74,419-60.5% |
| Participation rate | 96.9% | 63.4%+33.5pp | 78.8%+18.1pp | 70.7%+26.1pp |
| Annual return | 24.64% | 22.75%+1.9pp | 134.42%-109.8pp | 34.38%-9.7pp |
| Employer contribution / active EE | $2,133 | $1,905+12.0% | $4,818-55.7% | $2,637-19.1% |
| Participant deferral / active EE | $3,599 | $2,728+31.9% | $5,680-36.6% | $4,528-20.5% |
| Admin fee / account holder | $132 | $343-61.4% | $13,210-99.0% | $348-62.0% |