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 12555 MANCHESTER RD · DES PERES, MO 63131 | Advisory (Participants) | $6,095 |
Filed as: JOHN HANCOCK LIFE INS COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $927 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $244 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,683 | $66,302-80.9% | $110,238-88.5% | $56,287-77.5% |
| Participation rate | 75.7% | 74.9%+0.8pp | 79.8%-4.1pp | 69.9%+5.8pp |
| Annual return | -9.04% | -1.18%-7.9pp | 314.74%-323.8pp | -9.96%+0.9pp |
| Employer contribution / active EE | $1,374 | $2,047-32.9% | $3,826-64.1% | $2,111-34.9% |
| Participant deferral / active EE | $2,280 | $3,381-32.6% | $4,672-51.2% | $3,350-31.9% |
| Admin fee / account holder | $253 | $698-63.8% | $8,547-97.0% | $521-51.4% |