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 JONES7 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $63,336 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $61,285 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $5,067 |
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 | $77,760 | $106,028-26.7% | $146,958-47.1% | $77,643+0.2% |
| Participation rate | 74.2% | 78.4%-4.2pp | 82.2%-8.0pp | 70.6%+3.6pp |
| Annual return | 16.82% | 56.73%-39.9pp | 418.34%-401.5pp | 31.24%-14.4pp |
| Employer contribution / active EE | $3,570 | $4,063-12.1% | $4,933-27.6% | $2,726+31.0% |
| Participant deferral / active EE | $7,362 | $7,990-7.9% | $8,070-8.8% | $4,647+58.4% |
| Admin fee / account holder | $362 | $337+7.2% | $12,998-97.2% | $430-16.0% |