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 6-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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $46,351 |
EDWARD JONES4 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $27,246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,820 | $71,964-62.7% | $167,512-84.0% | $85,563-68.7% |
| Participation rate | 52.3% | 61.0%-8.6pp | 77.1%-24.7pp | 66.0%-13.6pp |
| Annual return | 19.04% | 18.83%+0.2pp | 1615.79%-1596.8pp | 31.51%-12.5pp |
| Employer contribution / active EE | $894 | $1,875-52.3% | $3,882-77.0% | $2,654-66.3% |
| Participant deferral / active EE | $2,464 | $4,110-40.0% | $6,405-61.5% | $4,375-43.7% |
| Admin fee / account holder | $231 | $815-71.7% | $9,769-97.6% | $834-72.4% |