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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,675 |
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $16,150 |
Service code 13 · EIN 71-1039549 | Contract Administrator | $6,765 |
Filed as: WILSHIRE ASSOCIATES LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,328 | $72,607-78.9% | $90,749-83.1% | $66,914-77.1% |
| Participation rate | 89.9% | 73.7%+16.2pp | 75.7%+14.2pp | 69.8%+20.1pp |
| Annual return | -18.23% | -12.28%-6.0pp | -12.16%-6.1pp | 1.58%-19.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,921-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,025 | $3,977-49.1% | $4,564-55.6% | $4,237-52.2% |
| Admin fee / account holder | $130 | $707-81.7% | $8,445-98.5% | $593-78.1% |