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 & CO LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $40,265 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $4,474 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $154 |
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 | $196,400 | $91,407+114.9% | $135,903+44.5% | $71,457+174.8% |
| Participation rate | 98.2% | 75.7%+22.5pp | 81.9%+16.3pp | 67.9%+30.2pp |
| Annual return | 21.43% | 29.90%-8.5pp | 68.23%-46.8pp | 28.85%-7.4pp |
| Employer contribution / active EE | $5,362 | $3,703+44.8% | $4,856+10.4% | $2,588+107.2% |
| Participant deferral / active EE | $9,708 | $7,092+36.9% | $7,758+25.1% | $4,289+126.4% |
| Admin fee / account holder | $736 | $1,266-41.8% | $10,762-93.2% | $1,587-53.6% |