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 |
|---|---|---|
WOLFF WIESE MAGANA LLC10+ years Service code 71 · EIN 45-2548834 1925 PALOMAR OAKS WAY STE 200 · CARLSBAD, CA 92008 | Brokerage Fees | $24,039 |
EDWARD JONES10+ years Filed as: EDWARD D. JONES & CO., L.P. Service code 63 · EIN 43-0345811 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | 12b-1 Fees | $23,314 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,131 | $55,416+113.2% | $75,972+55.5% | $77,643+52.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.1%+30.9pp | 70.6%+29.4pp |
| Annual return | 15.12% | 17.07%-2.0pp | 359.55%-344.4pp | 31.24%-16.1pp |
| Employer contribution / active EE | $4,096 | $1,788+129.1% | $2,685+52.6% | $2,726+50.3% |
| Participant deferral / active EE | $2,153 | $3,447-37.5% | $4,255-49.4% | $4,647-53.7% |
| Admin fee / account holder | $156 | $414-62.2% | $6,467-97.6% | $430-63.7% |