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 10-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 JONES & CO L.P. Service code 26 · EIN 43-0345811 12555 MANCHESTER · SAINT LOUIS, MT 63131 | Advisory (Participants) | $16,290 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 PO BOX 00 · BUFFALO, NY 14201 | Recordkeeping | $1,041 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $814 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,983 | $52,953-67.9% | $172,739-90.2% | $65,185-73.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 20.65% | 30.12%-9.5pp | 802.84%-782.2pp | 29.38%-8.7pp |
| Employer contribution / active EE | $725 | $2,190-66.9% | $5,143-85.9% | $2,177-66.7% |
| Participant deferral / active EE | $1,627 | $2,471-34.2% | $5,198-68.7% | $3,514-53.7% |
| Admin fee / account holder | $191 | $472-59.4% | $13,954-98.6% | $847-77.4% |