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) | $56,827 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $6,314 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $204 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $249,159 | $100,923+146.9% | $150,045+66.1% | $74,304+235.3% |
| Participation rate | 97.4% | 70.1%+27.4pp | 82.3%+15.1pp | 60.3%+37.1pp |
| Annual return | 15.17% | 51.77%-36.6pp | 62.55%-47.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $6,043 | $3,463+74.5% | $4,693+28.8% | $2,241+169.7% |
| Participant deferral / active EE | $9,846 | $6,709+46.7% | $7,997+23.1% | $3,767+161.4% |
| Admin fee / account holder | $821 | $2,767-70.3% | $13,435-93.9% | $2,969-72.3% |