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 & CO LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $36,999 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $4,111 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $186 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $166,313 | $84,487+96.9% | $125,339+32.7% | $66,914+148.5% |
| Participation rate | 94.1% | 76.4%+17.6pp | 82.4%+11.7pp | 69.8%+24.3pp |
| Annual return | -18.83% | -8.39%-10.4pp | 572.05%-590.9pp | 1.58%-20.4pp |
| Employer contribution / active EE | $5,609 | $3,553+57.9% | $4,814+16.5% | $2,544+120.5% |
| Participant deferral / active EE | $10,238 | $6,781+51.0% | $7,446+37.5% | $4,237+141.6% |
| Admin fee / account holder | $703 | $685+2.6% | $10,010-93.0% | $593+18.5% |