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 |
|---|---|---|
Service code 26 · EIN 73-1399273 | Advisory (Participants) | $9,645 |
EDWARD JONES4 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $6,090 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,825 |
Filed as: WILSHIRE ASSOCIATES INC (U.S.A) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $629 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,978 | $71,516-73.5% | $98,439-80.7% | $71,457-73.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 17.51% | 32.41%-14.9pp | 21.16%-3.6pp | 28.85%-11.3pp |
| Employer contribution / active EE | $2,382 | $2,399-0.7% | $3,048-21.8% | $2,588-7.9% |
| Participant deferral / active EE | $4,058 | $4,109-1.2% | $4,738-14.3% | $4,289-5.4% |
| Admin fee / account holder | $230 | $1,675-86.3% | $8,948-97.4% | $1,587-85.5% |