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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $42,701 |
EDWARD JONES5 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $42,128 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,370 |
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 | $56,511 | $82,202-31.3% | $125,339-54.9% | $64,808-12.8% |
| Participation rate | 70.7% | 77.9%-7.2pp | 82.4%-11.7pp | 71.5%-0.8pp |
| Annual return | -17.03% | 3.48%-20.5pp | 572.05%-589.1pp | 32.82%-49.9pp |
| Employer contribution / active EE | $4,249 | $3,615+17.5% | $4,814-11.7% | $2,506+69.6% |
| Participant deferral / active EE | $8,066 | $7,175+12.4% | $7,446+8.3% | $4,310+87.1% |
| Admin fee / account holder | $335 | $163+105.4% | $10,010-96.7% | $188+78.5% |