See peer percentile detail with Solo.
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 8-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 |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD D JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $21,103 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,247 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $844 |
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 | $12,942 | $64,119-79.8% | $112,228-88.5% | $66,914-80.7% |
| Participation rate | 73.9% | 68.5%+5.4pp | 75.1%-1.2pp | 69.8%+4.1pp |
| Annual return | -20.09% | -13.81%-6.3pp | 27.45%-47.5pp | 1.58%-21.7pp |
| Employer contribution / active EE | $2,408 | $3,005-19.9% | $3,635-33.8% | $2,544-5.4% |
| Participant deferral / active EE | $3,929 | $3,693+6.4% | $4,728-16.9% | $4,237-7.3% |
| Admin fee / account holder | $189 | $625-69.7% | $6,410-97.0% | $593-68.1% |