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 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,934 | $94,625-11.3% | $116,228-27.8% | $84,808-1.0% |
| Participation rate | 92.8% | 70.4%+22.3pp | 74.6%+18.2pp | 68.3%+24.5pp |
| Annual return | 13.61% | 20.40%-6.8pp | 90.06%-76.4pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,947 | $2,347-17.0% | $2,994-35.0% | $2,631-26.0% |
| Participant deferral / active EE | $4,365 | $3,972+9.9% | $4,953-11.9% | $4,212+3.7% |
| Admin fee / account holder | $277 | $10,091-97.3% | $11,989-97.7% | $7,344-96.2% |