See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D. JONES Service code 26 · EIN 43-0345811 | Advisory (Participants) | $16,671 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4,050 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 92-5755361 | Advisory (Participants) | $901 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,176 | $60,776-25.7% | $85,682-47.3% | $79,386-43.1% |
| Participation rate | 79.5% | 62.1%+17.4pp | 69.9%+9.6pp | 70.7%+8.8pp |
| Annual return | 19.56% | 16.57%+3.0pp | 21.49%-1.9pp | 116.85%-97.3pp |
| Employer contribution / active EE | $1,678 | $1,663+0.9% | $2,618-35.9% | $2,427-30.9% |
| Participant deferral / active EE | $2,745 | $2,919-6.0% | $3,923-30.0% | $4,046-32.2% |
| Admin fee / account holder | $213 | $438-51.4% | $6,873-96.9% | $626-66.0% |