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 | Advisory (Participants) | $22,518 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $10,005 |
Filed as: WILSHIRE ADVISORS LLC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,287 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,291 | $119,446-84.7% | $150,045-87.8% | $85,563-78.6% |
| Participation rate | 87.5% | 75.4%+12.1pp | 82.3%+5.2pp | 66.0%+21.5pp |
| Annual return | 24.49% | 23.72%+0.8pp | 62.55%-38.1pp | 31.51%-7.0pp |
| Employer contribution / active EE | $5,819 | $4,078+42.7% | $4,693+24.0% | $2,654+119.3% |
| Participant deferral / active EE | $1,373 | $7,985-82.8% | $7,997-82.8% | $4,375-68.6% |
| Admin fee / account holder | $187 | $548-65.9% | $13,435-98.6% | $834-77.6% |