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 JONES6 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $28,860 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,298 |
Filed as: WILSHIRE ADVISORS LLC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,061 |
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 | $53,585 | $67,984-21.2% | $65,493-18.2% | $74,304-27.9% |
| Participation rate | 80.6% | 66.3%+14.3pp | 73.1%+7.6pp | 60.3%+20.3pp |
| Annual return | 16.27% | 19.87%-3.6pp | 982.45%-966.2pp | 29.43%-13.2pp |
| Employer contribution / active EE | $2,266 | $2,491-9.1% | $2,574-12.0% | $2,241+1.1% |
| Participant deferral / active EE | $2,940 | $3,346-12.1% | $3,961-25.8% | $3,767-22.0% |
| Admin fee / account holder | $357 | $1,373-74.0% | $5,028-92.9% | $2,969-88.0% |