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 |
|---|---|---|
EDWARD JONES5 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $21,928 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,584 |
Filed as: WILSHIRE ASSOCIATE INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,253 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,452 | $79,171-37.5% | $102,423-51.7% | $74,495-33.6% |
| Participation rate | 60.1% | 74.8%-14.7pp | 76.5%-16.4pp | 67.2%-7.1pp |
| Annual return | 10.90% | 54.93%-44.0pp | 29.32%-18.4pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $1,782 | $2,362-24.6% | $3,023-41.1% | $2,623-32.1% |
| Participant deferral / active EE | $2,890 | $4,415-34.5% | $5,053-42.8% | $4,346-33.5% |
| Admin fee / account holder | $439 | $2,001-78.1% | $9,451-95.4% | $1,942-77.4% |