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) | $24,485 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,892 | $67,984+4.3% | $65,493+8.2% | $74,304-4.6% |
| Participation rate | 63.9% | 66.3%-2.4pp | 73.1%-9.1pp | 60.3%+3.6pp |
| Annual return | 12.13% | 19.87%-7.7pp | 982.45%-970.3pp | 29.43%-17.3pp |
| Employer contribution / active EE | $1,822 | $2,491-26.9% | $2,574-29.2% | $2,241-18.7% |
| Participant deferral / active EE | $4,781 | $3,346+42.9% | $3,961+20.7% | $3,767+26.9% |
| Admin fee / account holder | $469 | $1,373-65.8% | $5,028-90.7% | $2,969-84.2% |