See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,848 |
EDWARD JONES2 years Service code 26 · EIN 43-0345811 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,590 | $52,293-56.8% | $178,490-87.3% | $73,409-69.2% |
| Participation rate | 60.7% | 65.3%-4.6pp | 81.9%-21.2pp | 72.2%-11.4pp |
| Annual return | 15.15% | 34.75%-19.6pp | 151.07%-135.9pp | 59.29%-44.1pp |
| Employer contribution / active EE | $746 | $1,735-57.0% | $5,011-85.1% | $2,234-66.6% |
| Participant deferral / active EE | $986 | $2,332-57.7% | $5,202-81.0% | $3,805-74.1% |
| Admin fee / account holder | $23 | $127-82.0% | $13,984-99.8% | $158-85.4% |