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) | $28,901 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,150 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,927 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,259 | $80,731-29.1% | $103,374-44.6% | $74,546-23.2% |
| Participation rate | 92.4% | 65.7%+26.7pp | 74.5%+17.9pp | 67.2%+25.2pp |
| Annual return | 12.44% | 27.56%-15.1pp | 24.89%-12.4pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $5,502 | $3,158+74.2% | $3,869+42.2% | $2,624+109.7% |
| Participant deferral / active EE | $2,878 | $3,860-25.5% | $5,058-43.1% | $4,347-33.8% |
| Admin fee / account holder | $260 | $2,369-89.0% | $8,394-96.9% | $1,944-86.6% |