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 |
|---|---|---|
Filed as: EDWARD D. JONES & CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $11,775 |
Filed as: WILSHIRE ASSOCIATS INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $794 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO (USA Service code 15 · EIN 01-0233346 | Recordkeeping | $296 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,806 | $71,192-39.9% | $117,854-63.7% | $62,292-31.3% |
| Participation rate | 78.7% | 74.2%+4.5pp | 79.7%-1.0pp | 69.5%+9.2pp |
| Annual return | 18.62% | 18.66%0pp | 335.08%-316.5pp | 28.90%-10.3pp |
| Employer contribution / active EE | $1,670 | $1,934-13.7% | $3,786-55.9% | $2,042-18.2% |
| Participant deferral / active EE | $2,749 | $3,189-13.8% | $4,482-38.7% | $3,169-13.3% |
| Admin fee / account holder | $19 | $587-96.8% | $8,020-99.8% | $479-96.1% |