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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.
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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 |
|---|---|---|
EDWARD JONES4 years Filed as: EDWARD D JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $38,492 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,079 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,216 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,416 | $111,608-41.4% | $177,821-63.2% | $73,409-10.9% |
| Participation rate | 69.4% | 87.9%-18.4pp | 87.7%-18.3pp | 72.2%-2.8pp |
| Annual return | 18.49% | 18.23%+0.3pp | 48.32%-29.8pp | 59.29%-40.8pp |
| Employer contribution / active EE | $1,347 | $3,796-64.5% | $5,918-77.2% | $2,234-39.7% |
| Participant deferral / active EE | $6,333 | $6,199+2.2% | $7,714-17.9% | $3,805+66.4% |
| Admin fee / account holder | $329 | $166+98.8% | $12,427-97.4% | $158+108.5% |