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, LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $27,698 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $9,515 |
ASCENSUS LLC3 years Filed as: FUTURE PLAN BY ASCENSUS Service code 49 P.O. BOX 734602 · CHICAGO, IL 60673 | Other Services | $4,985 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,284 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC. Service code 13 200 DRYDEN ROAD · DRESHER, PA 19025 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,831 | $101,317-58.7% | $146,958-71.5% | $74,495-43.8% |
| Participation rate | 31.4% | 75.5%-44.1pp | 82.2%-50.7pp | 67.2%-35.8pp |
| Annual return | 11.52% | 8730.91%-8719.4pp | 418.34%-406.8pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $280 | $3,810-92.7% | $4,933-94.3% | $2,623-89.3% |
| Participant deferral / active EE | $2,652 | $7,303-63.7% | $8,070-67.1% | $4,346-39.0% |
| Admin fee / account holder | $290 | $1,739-83.3% | $12,998-97.8% | $1,942-85.1% |