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 |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 26 · EIN 43-0345811 1316 NORTH WALNUT STREET · CAMERON, MO 64429 | Advisory (Participants) | $21,947 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,254 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,078 | $80,138-26.3% | $130,231-54.6% | $71,457-17.3% |
| Participation rate | 78.6% | 71.0%+7.6pp | 76.3%+2.3pp | 67.9%+10.7pp |
| Annual return | 22.27% | 16.81%+5.5pp | 38.77%-16.5pp | 28.85%-6.6pp |
| Employer contribution / active EE | $2,000 | $2,834-29.4% | $4,126-51.5% | $2,588-22.7% |
| Participant deferral / active EE | $4,003 | $4,641-13.7% | $6,799-41.1% | $4,289-6.7% |
| Admin fee / account holder | $412 | $1,035-60.1% | $6,020-93.1% | $1,587-74.0% |