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 LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $550 |
Filed as: EDWARD D JONES & CO. LP Service code 26 · EIN 43-0345811 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,071 | $85,766-35.8% | $136,294-59.6% | $70,131-21.5% |
| Participation rate | 52.9% | 74.2%-21.2pp | 81.9%-29.0pp | 69.5%-16.6pp |
| Annual return | 9.78% | 31.45%-21.7pp | 5155.94%-5146.2pp | 73.14%-63.4pp |
| Employer contribution / active EE | $1,202 | $2,966-59.5% | $4,695-74.4% | $2,342-48.7% |
| Participant deferral / active EE | $4,438 | $5,051-12.1% | $6,247-29.0% | $3,332+33.2% |
| Admin fee / account holder | $19 | $5,420-99.7% | $9,243-99.8% | $4,645-99.6% |