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 | $69,644 |
EDWARD JONES8 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $63,126 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $6,312 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,136 | $119,446-12.0% | $150,045-29.9% | $85,563+22.9% |
| Participation rate | 78.6% | 75.4%+3.2pp | 82.3%-3.7pp | 66.0%+12.7pp |
| Annual return | 19.64% | 23.72%-4.1pp | 62.55%-42.9pp | 31.51%-11.9pp |
| Employer contribution / active EE | $4,660 | $4,078+14.3% | $4,693-0.7% | $2,654+75.6% |
| Participant deferral / active EE | $9,484 | $7,985+18.8% | $7,997+18.6% | $4,375+116.8% |
| Admin fee / account holder | $429 | $548-21.7% | $13,435-96.8% | $834-48.6% |