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 7-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 JONES2 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $15,180 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $607 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $250 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,130 | $101,317-82.1% | $146,958-87.7% | $74,495-75.7% |
| Participation rate | 78.6% | 75.5%+3.1pp | 82.2%-3.5pp | 67.2%+11.4pp |
| Annual return | 13.30% | 8730.91%-8717.6pp | 418.34%-405.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,720 | $3,810-28.6% | $4,933-44.9% | $2,623+3.7% |
| Participant deferral / active EE | $3,592 | $7,303-50.8% | $8,070-55.5% | $4,346-17.3% |
| Admin fee / account holder | $206 | $1,739-88.1% | $12,998-98.4% | $1,942-89.4% |