See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Service code 26 · EIN 43-0345811 1316 N. WALNUT ST · ST. LOUIS, MO 631313710 | Advisory (Participants) | $23,597 |
Filed as: JOHN HANCOCK LIFE INS CO (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $1,600 |
Filed as: WILSHIRE ASSOCIATES, INC. (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,348 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,490 | $84,936-44.1% | $111,297-57.3% | $79,386-40.2% |
| Participation rate | 75.3% | 75.9%-0.6pp | 77.3%-2.0pp | 70.7%+4.6pp |
| Annual return | 21.74% | 17.45%+4.3pp | 54.65%-32.9pp | 116.85%-95.1pp |
| Employer contribution / active EE | $3,859 | $1,979+95.0% | $2,731+41.3% | $2,427+59.0% |
| Participant deferral / active EE | $6,811 | $3,888+75.2% | $4,487+51.8% | $4,046+68.3% |
| Admin fee / account holder | $197 | $537-63.4% | $7,964-97.5% | $626-68.6% |