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 JONES2 years Filed as: EDWARD D. JONES & CO L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $29,370 |
Filed as: WILSHIRE ASSOCIATES INC (NY) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,984 |
Filed as: JOHN HANCOCK LIFE INSURANCE OF NY Service code 15 · EIN 13-3646501 | Recordkeeping | $424 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,749 | $82,664-10.8% | $125,339-41.2% | $68,494+7.7% |
| Participation rate | 72.1% | 75.0%-2.9pp | 82.4%-10.3pp | 67.9%+4.2pp |
| Annual return | -21.45% | -5.97%-15.5pp | 572.05%-593.5pp | -7.84%-13.6pp |
| Employer contribution / active EE | $750 | $3,381-77.8% | $4,814-84.4% | $2,596-71.1% |
| Participant deferral / active EE | $7,066 | $6,110+15.6% | $7,446-5.1% | $4,027+75.5% |
| Admin fee / account holder | $53 | $6,275-99.2% | $10,010-99.5% | $5,403-99.0% |