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 |
|---|---|---|
EDWARD JONES4 years Filed as: EDWARD JONES & CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $6,383 |
Service code 26 · EIN 04-2685571 | Advisory (Participants) | $6,059 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $1,350 |
Filed as: WILSHIRE ASSOCIATES, INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $665 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,513 | $59,402-35.2% | $93,654-58.9% | $74,546-48.3% |
| Participation rate | 74.8% | 59.7%+15.1pp | 68.7%+6.0pp | 67.2%+7.5pp |
| Annual return | 12.96% | 81.86%-68.9pp | 133.34%-120.4pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $887 | $1,265-29.9% | $2,421-63.4% | $2,624-66.2% |
| Participant deferral / active EE | $4,165 | $3,049+36.6% | $4,413-5.6% | $4,347-4.2% |
| Admin fee / account holder | $355 | $3,023-88.2% | $8,282-95.7% | $1,944-81.7% |