See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 | Advisory (Participants) | $13,215 |
Service code 37 · EIN 04-2647789 | Loan Processing | $931 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 | Advisory (Participants) | $755 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,440 | $64,119-12.0% | $112,228-49.7% | $66,914-15.7% |
| Participation rate | 32.4% | 68.5%-36.1pp | 75.1%-42.7pp | 69.8%-37.5pp |
| Annual return | -12.64% | -13.81%+1.2pp | 27.45%-40.1pp | 1.58%-14.2pp |
| Employer contribution / active EE | $1,158 | $3,005-61.5% | $3,635-68.1% | $2,544-54.5% |
| Participant deferral / active EE | $2,395 | $3,693-35.1% | $4,728-49.3% | $4,237-43.5% |
| Admin fee / account holder | $445 | $625-28.8% | $6,410-93.1% | $593-25.0% |