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: EDWARD D JONES Service code 26 · EIN 43-0345811 1316 NORTH WALNUT STREET · CAMERON, MO 64429 | Advisory (Participants) | $8,272 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,614 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $331 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $0 | $49,915-100.0% | $154,803-100.0% | $74,304-100.0% |
| Participation rate | 0.0% | 54.0%-54.0pp | 78.1%-78.1pp | 60.3%-60.3pp |
| Annual return | 12.48% | 34.06%-21.6pp | 58.88%-46.4pp | 29.43%-17.0pp |
| Employer contribution / active EE | $330 | $1,611-79.5% | $4,305-92.3% | $2,241-85.3% |
| Participant deferral / active EE | $1,763 | $2,255-21.8% | $5,540-68.2% | $3,767-53.2% |
| Admin fee / account holder | $0 | $2,189-100.0% | $14,329-100.0% | $2,969-100.0% |