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: MAYFLOWER FINANCIAL ADVISORS Service code 26 · EIN 84-4826355 | Advisory (Participants) | $11,529 |
EDWARD JONES5 years Service code 26 1316 N.WALNUT ST · ST.LOUIS, MO 63131 | Advisory (Participants) | $6,107 |
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $5,156 |
Filed as: JOHN HANCOCK LIFE INS CO (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $1,569 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $668 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,989 | $76,050-26.4% | $96,544-42.0% | $71,457-21.6% |
| Participation rate | 94.5% | 74.4%+20.1pp | 76.0%+18.6pp | 67.9%+26.6pp |
| Annual return | 57.28% | 22.81%+34.5pp | 25.84%+31.4pp | 28.85%+28.4pp |
| Employer contribution / active EE | $3,553 | $2,244+58.3% | $2,965+19.8% | $2,588+37.3% |
| Participant deferral / active EE | $8,246 | $4,215+95.6% | $4,851+70.0% | $4,289+92.3% |
| Admin fee / account holder | $80 | $2,707-97.1% | $8,252-99.0% | $1,587-95.0% |