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 JONES3 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 1316 NORTH WALNUT ST · CAMERON, MA 64429 | Advisory (Participants) | $41,172 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $2,353 |
Service code 26 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Advisory (Participants) | $816 |
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 | $100,309 | $96,484+4.0% | $156,263-35.8% | $74,304+35.0% |
| Participation rate | 79.4% | 67.7%+11.8pp | 78.9%+0.5pp | 60.3%+19.1pp |
| Annual return | 14.37% | 17.73%-3.4pp | 59.47%-45.1pp | 29.43%-15.1pp |
| Employer contribution / active EE | $5,394 | $2,528+113.3% | $4,333+24.5% | $2,241+140.7% |
| Participant deferral / active EE | $10,683 | $4,286+149.2% | $6,158+73.5% | $3,767+183.6% |
| Admin fee / account holder | $762 | $3,728-79.6% | $14,255-94.7% | $2,969-74.3% |