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 JONES4 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $23,217 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,018 |
Filed as: WILLSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,327 |
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 | $37,590 | $51,197-26.6% | $82,719-54.6% | $66,914-43.8% |
| Participation rate | 86.0% | 67.8%+18.2pp | 72.6%+13.5pp | 69.8%+16.2pp |
| Annual return | -16.18% | -9.64%-6.5pp | 701.18%-717.4pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,221 | $2,611-53.2% | $3,009-59.4% | $2,544-52.0% |
| Participant deferral / active EE | $3,455 | $3,458-0.1% | $4,395-21.4% | $4,237-18.5% |
| Admin fee / account holder | $565 | $416+35.9% | $5,329-89.4% | $593-4.8% |