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 JONES6 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $49,487 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4,248 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,959 |
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 | $69,951 | $95,274-26.6% | $135,903-48.5% | $74,419-6.0% |
| Participation rate | 72.7% | 78.2%-5.5pp | 81.9%-9.2pp | 70.7%+2.0pp |
| Annual return | 18.16% | 32.77%-14.6pp | 68.23%-50.1pp | 34.38%-16.2pp |
| Employer contribution / active EE | $3,904 | $3,874+0.8% | $4,856-19.6% | $2,637+48.0% |
| Participant deferral / active EE | $7,858 | $7,782+1.0% | $7,758+1.3% | $4,528+73.5% |
| Admin fee / account holder | $344 | $266+29.2% | $10,762-96.8% | $348-1.2% |