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 8-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 |
|---|---|---|
Filed as: EDWARD D JONES & CO., LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $9,152 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,144 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $366 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,613 | $69,362-84.7% | $101,248-89.5% | $73,488-85.6% |
| Participation rate | 80.0% | 68.4%+11.6pp | 75.8%+4.2pp | 70.7%+9.3pp |
| Annual return | 16.37% | 18.46%-2.1pp | 46.47%-30.1pp | 28.51%-12.1pp |
| Employer contribution / active EE | $2,414 | $2,628-8.2% | $3,660-34.0% | $2,270+6.3% |
| Participant deferral / active EE | $3,520 | $3,300+6.7% | $4,370-19.5% | $3,740-5.9% |
| Admin fee / account holder | $142 | $704-79.8% | $5,945-97.6% | $513-72.3% |