See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Filed as: EDWARD D. JONES & CO L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $26,672 |
Filed as: WILSHIRE ASSOCIATES INC (NY) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,134 |
Filed as: JOHN HANCOCK LIFE INSURANCE OF NY Service code 15 · EIN 13-3646501 | Recordkeeping | $1,248 |
GETTRY MARCUS CPA, P.C.1 year Filed as: GETTRY MARCUS CPA, PC Service code 10 · EIN 13-3418879 | Accounting | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,326 | $93,571-8.8% | $135,903-37.2% | $75,163+13.5% |
| Participation rate | 72.2% | 75.2%-3.0pp | 81.9%-9.7pp | 67.2%+5.0pp |
| Annual return | 22.13% | 30.90%-8.8pp | 68.23%-46.1pp | 160.62%-138.5pp |
| Employer contribution / active EE | $661 | $3,537-81.3% | $4,856-86.4% | $2,670-75.2% |
| Participant deferral / active EE | $6,401 | $6,4040% | $7,758-17.5% | $4,125+55.2% |
| Admin fee / account holder | $494 | $6,975-92.9% | $10,762-95.4% | $5,651-91.3% |