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 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $42,437 |
EDWARD JONES5 years Filed as: EDWARD D. JONES CO., L.P Service code 26 · EIN 43-0345811 325 N. MAIN STREET · RUSHVILLE, IN 46173 | Advisory (Participants) | $24,744 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE #600 · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,979 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,873 | $55,441-53.3% | $76,002-66.0% | $77,671-66.7% |
| Participation rate | 55.4% | 63.6%-8.3pp | 69.1%-13.7pp | 70.6%-15.2pp |
| Annual return | 11.62% | 17.08%-5.5pp | 360.07%-348.4pp | 31.21%-19.6pp |
| Employer contribution / active EE | $1,363 | $1,789-23.8% | $2,688-49.3% | $2,726-50.0% |
| Participant deferral / active EE | $2,031 | $3,451-41.1% | $4,257-52.3% | $4,648-56.3% |
| Admin fee / account holder | $168 | $407-58.7% | $6,414-97.4% | $430-61.0% |