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 | $71,274 |
Filed as: EDWARD D JONES & CO, LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $38,634 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,431 | $82,917-53.7% | $103,333-62.8% | $77,643-50.5% |
| Participation rate | 53.0% | 71.6%-18.5pp | 74.5%-21.5pp | 70.6%-17.5pp |
| Annual return | 28.40% | 19.13%+9.3pp | 24.88%+3.5pp | 31.24%-2.8pp |
| Employer contribution / active EE | $1,700 | $3,552-52.1% | $3,868-56.0% | $2,726-37.6% |
| Participant deferral / active EE | $3,437 | $4,108-16.3% | $5,057-32.0% | $4,647-26.0% |
| Admin fee / account holder | $281 | $638-55.9% | $8,355-96.6% | $430-34.7% |