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 1316 NORTH WALNUT STREET · CAMERON, MO 64429 | Advisory (Participants) | $13,222 |
Service code 15 · EIN 01-0233346 P.O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $2,187 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE, SUITE 700 · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,058 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,644 | $72,607-26.1% | $90,749-40.9% | $66,914-19.8% |
| Participation rate | 52.7% | 73.7%-20.9pp | 75.7%-23.0pp | 69.8%-17.1pp |
| Annual return | -17.51% | -12.28%-5.2pp | -12.16%-5.3pp | 1.58%-19.1pp |
| Employer contribution / active EE | $650 | $2,369-72.6% | $2,921-77.8% | $2,544-74.5% |
| Participant deferral / active EE | $3,662 | $3,977-7.9% | $4,564-19.8% | $4,237-13.6% |
| Admin fee / account holder | $349 | $707-50.6% | $8,445-95.9% | $593-41.1% |