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) | $29,404 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,680 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,086 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS, INC. Service code 13 200 DRYDEN ROAD · DRESHER, PA 19025 | Contract Administrator | $0 |
ASCENSUS LLC4 years Filed as: FUTURE PLAN BY ASCENSUS Service code 49 P.O. BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,286 | $109,881-57.0% | $150,045-68.5% | $84,808-44.2% |
| Participation rate | 54.9% | 76.1%-21.1pp | 82.3%-27.4pp | 68.3%-13.4pp |
| Annual return | 18.21% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $973 | $3,561-72.7% | $4,693-79.3% | $2,631-63.0% |
| Participant deferral / active EE | $5,678 | $6,636-14.4% | $7,997-29.0% | $4,212+34.8% |
| Admin fee / account holder | $295 | $8,568-96.6% | $13,435-97.8% | $7,344-96.0% |