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 JONES2 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $10,515 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $676 |
Filed as: WILSHIRE ASSOCIATES INC (U.S.A) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,030 | $79,428-67.2% | $106,548-75.6% | $79,386-67.2% |
| Participation rate | 36.4% | 74.1%-37.7pp | 76.1%-39.7pp | 70.7%-34.3pp |
| Annual return | 11.99% | 18.27%-6.3pp | 26.80%-14.8pp | 116.85%-104.9pp |
| Employer contribution / active EE | $869 | $2,234-61.1% | $2,819-69.2% | $2,427-64.2% |
| Participant deferral / active EE | $1,851 | $3,823-51.6% | $4,398-57.9% | $4,046-54.2% |
| Admin fee / account holder | $318 | $523-39.2% | $7,407-95.7% | $626-49.3% |