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 JONES5 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $25,051 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,970 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,789 |
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 | $48,940 | $69,763-29.8% | $67,502-27.5% | $74,495-34.3% |
| Participation rate | 78.0% | 71.4%+6.7pp | 72.9%+5.2pp | 67.2%+10.8pp |
| Annual return | 15.41% | -40.34%+55.7pp | 3512.12%-3496.7pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $2,067 | $2,704-23.6% | $2,731-24.3% | $2,623-21.2% |
| Participant deferral / active EE | $2,649 | $3,636-27.1% | $4,000-33.8% | $4,346-39.0% |
| Admin fee / account holder | $318 | $896-64.5% | $3,998-92.0% | $1,942-83.6% |