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 & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $25,787 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,770 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,062 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,350 | $82,130-32.6% | $453,369-87.8% | $79,386-30.3% |
| Participation rate | 78.4% | 73.4%+5.0pp | 78.0%+0.4pp | 70.7%+7.7pp |
| Annual return | 16.86% | 345.31%-328.5pp | 64.40%-47.5pp | 116.85%-100.0pp |
| Employer contribution / active EE | $1,896 | $2,659-28.7% | $4,070-53.4% | $2,427-21.9% |
| Participant deferral / active EE | $3,538 | $4,314-18.0% | $6,209-43.0% | $4,046-12.5% |
| Admin fee / account holder | $448 | $531-15.6% | $11,209-96.0% | $626-28.5% |