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 | $64,705+9.6% | $62,929+12.7% | $67,986+4.3% |
| Participation rate | 63.9% | 65.6%-1.7pp | 73.1%-9.2pp | 57.2%+6.7pp |
| Annual return | 12.13% | 20.31%-8.2pp | 1063.93%-1051.8pp | 31.67%-19.5pp |
| Employer contribution / active EE | $1,822 | $2,376-23.3% | $2,505-27.3% | $2,019-9.7% |
| Participant deferral / active EE | $4,781 | $3,198+49.5% | $3,888+23.0% | $3,358+42.4% |
| Admin fee / account holder | $469 | $1,428-67.1% | $5,065-90.7% | $3,203-85.3% |