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 JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $31,991 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,999 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,534 | $75,388-43.6% | $123,544-65.6% | $55,725-23.7% |
| Participation rate | 49.0% | 75.7%-26.6pp | 82.3%-33.3pp | 70.9%-21.8pp |
| Annual return | 12.94% | 4.48%+8.5pp | 119.20%-106.3pp | 244.93%-232.0pp |
| Employer contribution / active EE | $382 | $3,063-87.5% | $4,628-91.7% | $2,078-81.6% |
| Participant deferral / active EE | $3,448 | $5,651-39.0% | $6,426-46.3% | $3,356+2.8% |
| Admin fee / account holder | $14 | $120-88.2% | $9,284-99.8% | $115-87.7% |