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 |
|---|---|---|
Filed as: EDWARD D. JONES Service code 26 · EIN 43-0345811 | Advisory (Participants) | $13,044 |
EDWARD JONES4 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 | Advisory (Participants) | $13,044 |
Filed as: JOHN HANCOCK Service code 37 · EIN 01-0233346 | Loan Processing | $2,926 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $745 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,140 | $76,670-26.8% | $96,683-41.9% | $71,457-21.4% |
| Participation rate | 31.7% | 66.6%-34.9pp | 74.3%-42.6pp | 67.9%-36.2pp |
| Annual return | 10.72% | 48.29%-37.6pp | 35.69%-25.0pp | 28.85%-18.1pp |
| Employer contribution / active EE | $991 | $3,031-67.3% | $3,737-73.5% | $2,588-61.7% |
| Participant deferral / active EE | $2,164 | $3,771-42.6% | $4,878-55.6% | $4,289-49.5% |
| Admin fee / account holder | $411 | $2,028-79.7% | $6,730-93.9% | $1,587-74.1% |