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 JONES4 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $16,267 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $651 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,980 | $93,571-64.8% | $135,903-75.7% | $75,163-56.1% |
| Participation rate | 57.0% | 75.2%-18.2pp | 81.9%-24.9pp | 67.2%-10.2pp |
| Annual return | 21.44% | 30.90%-9.5pp | 68.23%-46.8pp | 160.62%-139.2pp |
| Employer contribution / active EE | $914 | $3,537-74.2% | $4,856-81.2% | $2,670-65.8% |
| Participant deferral / active EE | $3,062 | $6,404-52.2% | $7,758-60.5% | $4,125-25.8% |
| Admin fee / account holder | $221 | $6,975-96.8% | $10,762-97.9% | $5,651-96.1% |