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) | $16,688 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $668 |
Service code 37 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Loan Processing | $650 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $325 |
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 | $60,450 | $64,119-5.7% | $112,228-46.1% | $66,914-9.7% |
| Participation rate | 30.2% | 68.5%-38.3pp | 75.1%-44.9pp | 69.8%-39.6pp |
| Annual return | -18.42% | -13.81%-4.6pp | 27.45%-45.9pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,060 | $3,005-64.7% | $3,635-70.8% | $2,544-58.3% |
| Participant deferral / active EE | $2,601 | $3,693-29.6% | $4,728-45.0% | $4,237-38.6% |
| Admin fee / account holder | $542 | $625-13.2% | $6,410-91.5% | $593-8.6% |