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) | $19,327 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,328 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $773 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,404 | $102,317-56.6% | $146,958-69.8% | $80,856-45.1% |
| Participation rate | 52.6% | 75.8%-23.3pp | 82.2%-29.6pp | 67.6%-15.1pp |
| Annual return | 15.53% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $706 | $3,713-81.0% | $4,933-85.7% | $2,755-74.4% |
| Participant deferral / active EE | $3,431 | $6,644-48.4% | $8,070-57.5% | $4,296-20.1% |
| Admin fee / account holder | $333 | $7,941-95.8% | $12,998-97.4% | $6,918-95.2% |