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 JONES4 years Service code 26 · EIN 43-0345811 1316 N. WALNUT ST · ST. LOUIS, MO 631313710 | Advisory (Participants) | $19,338 |
Filed as: JOHN HANCOCK LIFE INS CO (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $2,047 |
Filed as: WILSHIRE ASSOCIATES, INC. (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,496 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,915 | $65,435-35.9% | $86,677-51.6% | $66,914-37.4% |
| Participation rate | 72.6% | 75.5%-2.9pp | 76.6%-4.0pp | 69.8%+2.8pp |
| Annual return | -15.23% | -10.89%-4.3pp | 35.91%-51.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,729 | $2,153+26.7% | $2,836-3.8% | $2,544+7.3% |
| Participant deferral / active EE | $5,537 | $4,100+35.0% | $4,656+18.9% | $4,237+30.7% |
| Admin fee / account holder | $170 | $642-73.4% | $7,493-97.7% | $593-71.3% |