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 |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD D. JONES & CO L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $9,563 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $383 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,374 | $49,915-71.2% | $154,803-90.7% | $74,304-80.7% |
| Participation rate | 64.1% | 54.0%+10.1pp | 78.1%-14.0pp | 60.3%+3.7pp |
| Annual return | 11.24% | 34.06%-22.8pp | 58.88%-47.6pp | 29.43%-18.2pp |
| Employer contribution / active EE | $575 | $1,611-64.3% | $4,305-86.6% | $2,241-74.3% |
| Participant deferral / active EE | $1,449 | $2,255-35.7% | $5,540-73.8% | $3,767-61.5% |
| Admin fee / account holder | $194 | $2,189-91.1% | $14,329-98.6% | $2,969-93.5% |