Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $25,917 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $1,082 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,934 | $94,031-10.7% | $115,768-27.5% | $82,448+1.8% |
| Participation rate | 92.8% | 70.4%+22.4pp | 74.4%+18.4pp | 68.1%+24.7pp |
| Annual return | 13.61% | 20.61%-7.0pp | 100.46%-86.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,947 | $2,323-16.2% | $2,940-33.8% | $2,551-23.7% |
| Participant deferral / active EE | $4,365 | $3,972+9.9% | $4,917-11.2% | $4,139+5.5% |
| Admin fee / account holder | $277 | $10,249-97.3% | $12,439-97.8% | $7,234-96.2% |