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 8-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 Service code 26 · EIN 43-0345811 | Advisory (Participants) | $5,105 |
Filed as: JOHN HANCOCK LIFE INS. CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $1,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,487 | $80,724-83.3% | $103,333-86.9% | $74,495-81.9% |
| Participation rate | 50.0% | 65.7%-15.7pp | 74.5%-24.5pp | 67.2%-17.2pp |
| Annual return | 14.10% | 27.56%-13.5pp | 24.88%-10.8pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $391 | $3,157-87.6% | $3,868-89.9% | $2,623-85.1% |
| Participant deferral / active EE | $1,979 | $3,860-48.7% | $5,057-60.9% | $4,346-54.5% |
| Admin fee / account holder | $178 | $2,368-92.5% | $8,355-97.9% | $1,942-90.9% |