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 |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 1316 NORTH WALNUT ST · CAMERON, MA 64429 | Advisory (Participants) | $30,086 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,719 |
Service code 26 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Advisory (Participants) | $200 |
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 | $76,376 | $88,083-13.3% | $164,813-53.7% | $74,495+2.5% |
| Participation rate | 83.7% | 73.0%+10.7pp | 78.6%+5.1pp | 67.2%+16.5pp |
| Annual return | 21.07% | 17.26%+3.8pp | 69.93%-48.9pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $4,609 | $2,593+77.7% | $4,341+6.2% | $2,623+75.7% |
| Participant deferral / active EE | $9,586 | $4,498+113.1% | $6,031+58.9% | $4,346+120.6% |
| Admin fee / account holder | $548 | $2,234-75.5% | $12,690-95.7% | $1,942-71.8% |