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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $52,982 |
Filed as: EDWARD D JONES & CO, LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $31,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,131 | $92,971-66.5% | $96,683-67.8% | $74,419-58.2% |
| Participation rate | 51.4% | 71.5%-20.1pp | 74.3%-22.9pp | 70.7%-19.3pp |
| Annual return | -5.78% | 37.49%-43.3pp | 35.69%-41.5pp | 34.38%-40.2pp |
| Employer contribution / active EE | $1,606 | $3,426-53.1% | $3,737-57.0% | $2,637-39.1% |
| Participant deferral / active EE | $3,171 | $3,970-20.1% | $4,878-35.0% | $4,528-30.0% |
| Admin fee / account holder | $266 | $633-57.9% | $6,730-96.0% | $348-23.4% |