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 JONES6 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $30,459 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,683 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,183 | $52,122-55.5% | $104,294-77.8% | $64,808-64.2% |
| Participation rate | 90.9% | 56.0%+34.9pp | 73.3%+17.7pp | 71.5%+19.5pp |
| Annual return | -15.08% | 13.26%-28.3pp | 24.61%-39.7pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,441 | $1,627-11.4% | $3,372-57.3% | $2,506-42.5% |
| Participant deferral / active EE | $2,173 | $2,823-23.0% | $4,625-53.0% | $4,310-49.6% |
| Admin fee / account holder | $20 | $155-87.0% | $7,339-99.7% | $188-89.3% |