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 |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D JONES& CO. L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $13,550 |
DEFINITI LLC1 year Filed as: DEFINITI Service code 15 · EIN 85-0833363 | Recordkeeping | $11,232 |
Filed as: JOHN HANCOCK LIFE INSURANCE(USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $4,492 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $903 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,831 | $79,184-66.1% | $102,438-73.8% | $74,546-64.0% |
| Participation rate | 89.4% | 74.8%+14.6pp | 76.5%+12.9pp | 67.2%+22.2pp |
| Annual return | 14.92% | 54.95%-40.0pp | 29.37%-14.4pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $1,009 | $2,362-57.3% | $3,024-66.6% | $2,624-61.5% |
| Participant deferral / active EE | $2,609 | $4,414-40.9% | $5,054-48.4% | $4,347-40.0% |
| Admin fee / account holder | $242 | $2,001-87.9% | $9,448-97.4% | $1,944-87.6% |