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 10-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 JONES & CO, L.P Service code 26 · EIN 43-0345811 | Advisory (Participants) | $44,230 |
Filed as: WILSHIRE ASSOCIATES, INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,538 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,310 | $82,917-4.4% | $103,333-23.2% | $77,643+2.1% |
| Participation rate | 71.1% | 71.6%-0.5pp | 74.5%-3.4pp | 70.6%+0.5pp |
| Annual return | 16.16% | 19.13%-3.0pp | 24.88%-8.7pp | 31.24%-15.1pp |
| Employer contribution / active EE | $1,561 | $3,552-56.0% | $3,868-59.6% | $2,726-42.7% |
| Participant deferral / active EE | $3,264 | $4,108-20.5% | $5,057-35.5% | $4,647-29.8% |
| Admin fee / account holder | $454 | $638-28.8% | $8,355-94.6% | $430+5.6% |