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 9-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) | $22,367 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,744 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,074 | $78,275-61.6% | $109,143-72.4% | $86,799-65.4% |
| Participation rate | 42.1% | 73.8%-31.7pp | 75.9%-33.7pp | 72.3%-30.1pp |
| Annual return | 31.97% | 19.14%+12.8pp | 25.75%+6.2pp | 97.91%-65.9pp |
| Employer contribution / active EE | $1,167 | $3,105-62.4% | $3,722-68.6% | $2,405-51.5% |
| Participant deferral / active EE | $2,166 | $3,641-40.5% | $4,653-53.5% | $4,131-47.6% |
| Admin fee / account holder | $263 | $198+32.7% | $6,752-96.1% | $170+55.4% |