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 Service code 26 · EIN 43-0345811 | Advisory (Participants) | $17,637 |
Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,926 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,176 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,029 | $66,098-19.8% | $101,794-47.9% | $74,304-28.6% |
| Participation rate | 45.9% | 53.8%-7.8pp | 69.2%-23.3pp | 60.3%-14.4pp |
| Annual return | 15.12% | 19.59%-4.5pp | 30.53%-15.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $731 | $1,082-32.4% | $2,289-68.1% | $2,241-67.4% |
| Participant deferral / active EE | $1,123 | $2,781-59.6% | $4,084-72.5% | $3,767-70.2% |
| Admin fee / account holder | $328 | $4,146-92.1% | $8,777-96.3% | $2,969-89.0% |