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 JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Participants) | $17,762 |
Filed as: WILLSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $960 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $504 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,872 | $51,620-42.1% | $90,281-66.9% | $65,185-54.2% |
| Participation rate | 93.2% | 68.6%+24.5pp | 73.3%+19.9pp | 70.2%+23.0pp |
| Annual return | 20.02% | 24.94%-4.9pp | 78.10%-58.1pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,684 | $2,235-24.7% | $2,854-41.0% | $2,177-22.7% |
| Participant deferral / active EE | $3,259 | $2,871+13.5% | $3,885-16.1% | $3,514-7.2% |
| Admin fee / account holder | $51 | $384-86.7% | $5,351-99.0% | $847-94.0% |