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 | $65,605 |
EDWARD JONES5 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $42,176 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,374 |
CARPENTER MORSE GROUP6 years Service code 37 · EIN 81-4636200 | Loan Processing | $2,800 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,308 | $91,372-28.5% | $129,995-49.8% | $74,419-12.2% |
| Participation rate | 68.0% | 77.8%-9.8pp | 78.5%-10.5pp | 70.7%-2.7pp |
| Annual return | 18.88% | 23.21%-4.3pp | -137.18%+156.1pp | 34.38%-15.5pp |
| Employer contribution / active EE | $0 | $2,563-100.0% | $4,320-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,678 | $4,721+20.3% | $5,820-2.4% | $4,528+25.4% |
| Admin fee / account holder | $381 | $283+34.5% | $10,614-96.4% | $348+9.6% |