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 & CO LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $5,065 |
Filed as: WILSHIRE ASSOCIATES INC USA Service code 26 · EIN 95-2755361 | Advisory (Participants) | $405 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 26 · EIN 01-0233346 | Advisory (Participants) | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,210 | $44,873-55.0% | $79,464-74.6% | $56,287-64.1% |
| Participation rate | 55.0% | 68.7%-13.7pp | 73.3%-18.3pp | 69.9%-14.8pp |
| Annual return | -8.64% | 0.81%-9.5pp | 718.14%-726.8pp | -9.96%+1.3pp |
| Employer contribution / active EE | $303 | $2,140-85.8% | $2,800-89.2% | $2,111-85.6% |
| Participant deferral / active EE | $1,113 | $2,746-59.5% | $3,704-70.0% | $3,350-66.8% |
| Admin fee / account holder | $12 | $418-97.0% | $5,113-99.8% | $521-97.6% |