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 JONES4 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 1316 NORTH WALNUT ST · CAMERON, MO 64429 | Advisory (Participants) | $9,338 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $4,460 |
Filed as: WILSHIRE ADVISORS LLC Service code 26 · EIN 95-2755361 1299 OCEAN AVE. · SANTA MONICA, CA 90401 | Advisory (Participants) | $747 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,294 | $56,317-51.5% | $71,209-61.7% | $74,304-63.3% |
| Participation rate | 100.0% | 55.1%+44.9pp | 73.8%+26.2pp | 60.3%+39.7pp |
| Annual return | 15.47% | 42.83%-27.4pp | 282.51%-267.0pp | 29.43%-14.0pp |
| Employer contribution / active EE | $405 | $2,160-81.2% | $2,721-85.1% | $2,241-81.9% |
| Participant deferral / active EE | $2,227 | $2,788-20.1% | $4,175-46.7% | $3,767-40.9% |
| Admin fee / account holder | $237 | $2,290-89.7% | $5,349-95.6% | $2,969-92.0% |