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 |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Participants) | $4,475 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $896 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $196 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,239 | $46,297-58.4% | $71,671-73.2% | $62,292-69.1% |
| Participation rate | 51.8% | 60.6%-8.9pp | 68.7%-17.0pp | 69.5%-17.7pp |
| Annual return | 28.65% | 22.32%+6.3pp | 20.65%+8.0pp | 28.90%-0.2pp |
| Employer contribution / active EE | $323 | $1,412-77.1% | $2,460-86.9% | $2,042-84.2% |
| Participant deferral / active EE | $1,616 | $2,235-27.7% | $3,438-53.0% | $3,169-49.0% |
| Admin fee / account holder | $49 | $461-89.3% | $5,558-99.1% | $479-89.7% |