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 JONES2 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $13,501 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $540 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $275 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,502 | $105,181-74.8% | $159,436-83.4% | $85,850-69.1% |
| Participation rate | 89.9% | 75.8%+14.1pp | 82.8%+7.1pp | 69.3%+20.6pp |
| Annual return | 16.08% | 45.07%-29.0pp | 263.57%-247.5pp | 318.53%-302.5pp |
| Employer contribution / active EE | $1,412 | $3,318-57.5% | $4,829-70.8% | $2,565-45.0% |
| Participant deferral / active EE | $5,997 | $5,945+0.9% | $7,352-18.4% | $3,952+51.8% |
| Admin fee / account holder | $165 | $6,933-97.6% | $10,799-98.5% | $6,260-97.4% |