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 JONES7 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $66,410 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,301 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,256 | $57,739-49.3% | $112,229-73.9% | $74,419-60.7% |
| Participation rate | 89.0% | 55.6%+33.4pp | 72.4%+16.5pp | 70.7%+18.2pp |
| Annual return | 17.13% | 19.52%-2.4pp | 30.20%-13.1pp | 34.38%-17.2pp |
| Employer contribution / active EE | $1,654 | $1,675-1.3% | $3,430-51.8% | $2,637-37.3% |
| Participant deferral / active EE | $2,548 | $2,891-11.9% | $4,798-46.9% | $4,528-43.7% |
| Admin fee / account holder | $58 | $462-87.4% | $7,748-99.2% | $348-83.2% |