See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD JONES & CO., LLP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $20,133 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $805 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $475 |
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 | $23,636 | $64,119-63.1% | $112,228-78.9% | $66,914-64.7% |
| Participation rate | 73.4% | 68.5%+4.9pp | 75.1%-1.7pp | 69.8%+3.6pp |
| Annual return | -17.16% | -13.81%-3.4pp | 27.45%-44.6pp | 1.58%-18.7pp |
| Employer contribution / active EE | $2,095 | $3,005-30.3% | $3,635-42.4% | $2,544-17.7% |
| Participant deferral / active EE | $2,376 | $3,693-35.7% | $4,728-49.7% | $4,237-43.9% |
| Admin fee / account holder | $292 | $625-53.2% | $6,410-95.4% | $593-50.7% |