Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 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 JONES3+ years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $4,845 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $500 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $194 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,122 | $29,546-69.1% | $56,441-83.8% | $77,671-88.3% |
| Participation rate | 36.1% | 32.7%+3.4pp | 52.5%-16.4pp | 70.6%-34.5pp |
| Annual return | 14.40% | 19.01%-4.6pp | 1704.21%-1689.8pp | 31.21%-16.8pp |
| Employer contribution / active EE | $352 | $568-38.0% | $1,039-66.1% | $2,726-87.1% |
| Participant deferral / active EE | $955 | $1,061-10.0% | $1,953-51.1% | $4,648-79.5% |
| Admin fee / account holder | $80 | $1,046-92.3% | $2,829-97.2% | $430-81.3% |