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 | Advisory (Participants) | $6,600 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $5,880 |
Filed as: WILSHIRE ADVISORS LLC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,242 | $56,317-53.4% | $71,209-63.1% | $74,304-64.7% |
| Participation rate | 52.7% | 55.1%-2.4pp | 73.8%-21.0pp | 60.3%-7.6pp |
| Annual return | 14.46% | 42.83%-28.4pp | 282.51%-268.1pp | 29.43%-15.0pp |
| Employer contribution / active EE | $1,030 | $2,160-52.3% | $2,721-62.1% | $2,241-54.0% |
| Participant deferral / active EE | $1,639 | $2,788-41.2% | $4,175-60.7% | $3,767-56.5% |
| Admin fee / account holder | $178 | $2,290-92.2% | $5,349-96.7% | $2,969-94.0% |