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 JONES2 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $20,802 |
Filed as: WILLSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,130 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $896 |
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 | $34,460 | $66,124-47.9% | $90,404-61.9% | $73,488-53.1% |
| Participation rate | 91.4% | 69.7%+21.7pp | 72.7%+18.7pp | 70.7%+20.7pp |
| Annual return | 13.74% | 17.65%-3.9pp | 1293.02%-1279.3pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,830 | $2,346-22.0% | $3,262-43.9% | $2,270-19.4% |
| Participant deferral / active EE | $4,024 | $3,039+32.4% | $3,963+1.5% | $3,740+7.6% |
| Admin fee / account holder | $274 | $396-30.9% | $5,611-95.1% | $513-46.6% |