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 Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,220 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,112 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $44,551 | $86,655-48.6% | $119,609-62.8% | $66,914-33.4% |
| Participation rate | 66.1% | 75.6%-9.5pp | 79.3%-13.2pp | 69.8%-3.7pp |
| Annual return | -13.70% | -8.00%-5.7pp | -14.97%+1.3pp | 1.58%-15.3pp |
| Employer contribution / active EE | $996 | $2,536-60.7% | $4,232-76.5% | $2,544-60.8% |
| Participant deferral / active EE | $1,854 | $4,358-57.5% | $5,602-66.9% | $4,237-56.2% |
| Admin fee / account holder | $28 | $755-96.2% | $10,323-99.7% | $593-95.2% |