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 JONES10+ years Filed as: EDWARD JONES & CO. L P Service code 26 · EIN 43-0345811 | Advisory (Participants) | $21,846 |
Filed as: JOHN HANCOCK LIFE INS. CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $4,525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,982 | $101,317-48.7% | $146,958-64.6% | $74,495-30.2% |
| Participation rate | 97.5% | 75.5%+22.0pp | 82.2%+15.3pp | 67.2%+30.3pp |
| Annual return | 13.28% | 8730.91%-8717.6pp | 418.34%-405.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $3,693 | $3,810-3.1% | $4,933-25.1% | $2,623+40.8% |
| Participant deferral / active EE | $6,373 | $7,303-12.7% | $8,070-21.0% | $4,346+46.6% |
| Admin fee / account holder | $208 | $1,739-88.0% | $12,998-98.4% | $1,942-89.3% |