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 JONES3 years Filed as: EDWARD D JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $26,362 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $7,757 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,055 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,253 | $92,971-77.1% | $96,683-78.0% | $74,419-71.4% |
| Participation rate | 71.8% | 71.5%+0.2pp | 74.3%-2.6pp | 70.7%+1.0pp |
| Annual return | 13.24% | 37.49%-24.2pp | 35.69%-22.5pp | 34.38%-21.1pp |
| Employer contribution / active EE | $2,391 | $3,426-30.2% | $3,737-36.0% | $2,637-9.3% |
| Participant deferral / active EE | $4,074 | $3,970+2.6% | $4,878-16.5% | $4,528-10.0% |
| Admin fee / account holder | $267 | $633-57.8% | $6,730-96.0% | $348-23.2% |