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 7-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 15 · EIN 47-2046833 520 LAKE COOK ROAD · DEERFIELD, IL 60015 | Recordkeeping | $15,771 |
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 1316 NORTH WALNUT ST · CAMERON, MA 64429 | Advisory (Participants) | $13,917 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $904 |
Service code 26 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Advisory (Participants) | $725 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,212 | $82,978-23.8% | $129,995-51.4% | $71,457-11.5% |
| Participation rate | 77.4% | 74.1%+3.3pp | 78.5%-1.1pp | 67.9%+9.5pp |
| Annual return | 14.79% | 20.60%-5.8pp | -137.18%+152.0pp | 28.85%-14.1pp |
| Employer contribution / active EE | $5,101 | $2,622+94.6% | $4,320+18.1% | $2,588+97.1% |
| Participant deferral / active EE | $9,699 | $4,432+118.9% | $5,820+66.7% | $4,289+126.2% |
| Admin fee / account holder | $544 | $1,729-68.6% | $10,614-94.9% | $1,587-65.8% |