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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $66,485 |
EDWARD JONES4 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $39,414 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,153 |
CARPENTER MORSE GROUP5 years Service code 37 · EIN 81-4636200 | Loan Processing | $2,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,885 | $71,142-10.2% | $119,609-46.6% | $64,808-1.4% |
| Participation rate | 67.2% | 78.6%-11.4pp | 79.3%-12.0pp | 71.5%-4.2pp |
| Annual return | -15.04% | -10.01%-5.0pp | -14.97%-0.1pp | 32.82%-47.9pp |
| Employer contribution / active EE | $0 | $2,497-100.0% | $4,232-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,396 | $4,490+20.2% | $5,602-3.7% | $4,310+25.2% |
| Admin fee / account holder | $440 | $162+171.4% | $10,323-95.7% | $188+134.3% |