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 JONES3 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 12555 MANCHESTER RD · DES PERES, MO 63131 | Advisory (Participants) | $7,019 |
Filed as: JOHN HANCOCK LIFE INS COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $1,355 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $281 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $20,029 | $83,477-76.0% | $125,175-84.0% | $72,985-72.6% |
| Participation rate | 68.5% | 73.3%-4.8pp | 79.8%-11.3pp | 69.5%-1.0pp |
| Annual return | 19.20% | 25.78%-6.6pp | 43.79%-24.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,460 | $2,345-37.8% | $3,865-62.2% | $2,440-40.2% |
| Participant deferral / active EE | $2,761 | $3,585-23.0% | $4,937-44.1% | $3,607-23.5% |
| Admin fee / account holder | $346 | $5,517-93.7% | $9,702-96.4% | $5,124-93.2% |