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 5-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 1316 NORTH WALNUT ST · CAMERON, NJ 64429 | Advisory (Participants) | $27,175 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,359 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $763 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,020 | $79,171-29.2% | $102,423-45.3% | $74,495-24.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 11.75% | 54.93%-43.2pp | 29.32%-17.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $2,613 | $2,362+10.6% | $3,023-13.6% | $2,623-0.4% |
| Participant deferral / active EE | $5,550 | $4,415+25.7% | $5,053+9.8% | $4,346+27.7% |
| Admin fee / account holder | $395 | $2,001-80.3% | $9,451-95.8% | $1,942-79.7% |