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 Service code 15 · EIN 01-0233346 | Recordkeeping | $15,161 |
Filed as: EDWARD D JONES & CO LP Service code 28 · EIN 43-0345811 | Investment Management | $14,505 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,020 | $80,717-41.7% | $154,803-69.6% | $84,808-44.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.38% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,731 | $2,761-37.3% | $4,305-59.8% | $2,631-34.2% |
| Participant deferral / active EE | $2,344 | $3,303-29.0% | $5,540-57.7% | $4,212-44.3% |
| Admin fee / account holder | $269 | $6,746-96.0% | $14,329-98.1% | $7,344-96.3% |