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 JONES3 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $20,136 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,088 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,983 | $58,879+0.2% | $178,490-67.0% | $73,488-19.7% |
| Participation rate | 68.9% | 66.2%+2.7pp | 81.9%-13.0pp | 70.7%-1.8pp |
| Annual return | 6.55% | 24.86%-18.3pp | 151.07%-144.5pp | 28.51%-22.0pp |
| Employer contribution / active EE | $2,631 | $2,236+17.6% | $5,011-47.5% | $2,270+15.9% |
| Participant deferral / active EE | $3,985 | $2,567+55.2% | $5,202-23.4% | $3,740+6.6% |
| Admin fee / account holder | $5 | $400-98.7% | $13,984-100.0% | $513-99.0% |