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: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $14,810 |
EDWARD JONES7 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $7,211 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $481 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,500 | $55,415-64.8% | $155,509-87.5% | $74,495-73.8% |
| Participation rate | 88.6% | 61.9%+26.7pp | 78.2%+10.4pp | 67.2%+21.4pp |
| Annual return | 13.46% | 268.50%-255.0pp | 64.67%-51.2pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,311 | $2,267-42.2% | $4,672-72.0% | $2,623-50.0% |
| Participant deferral / active EE | $2,448 | $2,836-13.7% | $5,626-56.5% | $4,346-43.7% |
| Admin fee / account holder | $218 | $1,738-87.5% | $15,912-98.6% | $1,942-88.8% |