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) | $7,488 |
Filed as: WILSHIRE ASSOCIATES INC (U.S.A) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $300 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,493 | $70,908-71.1% | $98,907-79.3% | $73,488-72.1% |
| Participation rate | 36.0% | 73.8%-37.7pp | 76.0%-40.0pp | 70.7%-34.6pp |
| Annual return | 17.13% | 34.17%-17.0pp | 196.43%-179.3pp | 28.51%-11.4pp |
| Employer contribution / active EE | $797 | $2,036-60.8% | $2,689-70.3% | $2,270-64.9% |
| Participant deferral / active EE | $1,714 | $3,500-51.0% | $4,244-59.6% | $3,740-54.2% |
| Admin fee / account holder | $256 | $535-52.2% | $6,642-96.1% | $513-50.1% |