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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,841 |
EDWARD JONES2 years Service code 27 | Advisory (Plan) | $16,488 |
Filed as: EDWARD D. JONES Service code 27 · EIN 43-0345811 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 92-5755361 | Advisory (Plan) | $0 |
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 | $56,903 | $51,045+11.5% | $70,515-19.3% | $71,457-20.4% |
| Participation rate | 70.6% | 59.4%+11.2pp | 68.3%+2.2pp | 67.9%+2.7pp |
| Annual return | 14.41% | 42.63%-28.2pp | 32.77%-18.4pp | 28.85%-14.4pp |
| Employer contribution / active EE | $1,632 | $1,790-8.8% | $2,973-45.1% | $2,588-36.9% |
| Participant deferral / active EE | $3,089 | $3,026+2.1% | $4,567-32.4% | $4,289-28.0% |
| Admin fee / account holder | $440 | $1,994-77.9% | $6,412-93.1% | $1,587-72.3% |