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) | $18,673 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,002 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,067 |
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 | $49,644 | $69,848-28.9% | $115,756-57.1% | $66,914-25.8% |
| Participation rate | 79.8% | 70.6%+9.2pp | 77.1%+2.8pp | 69.8%+10.0pp |
| Annual return | -15.32% | 969.66%-985.0pp | 143.14%-158.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $2,034 | $2,613-22.1% | $3,793-46.4% | $2,544-20.0% |
| Participant deferral / active EE | $3,889 | $4,274-9.0% | $6,254-37.8% | $4,237-8.2% |
| Admin fee / account holder | $379 | $337+12.3% | $8,124-95.3% | $593-36.2% |