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.
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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 |
|---|---|---|
EDWARD JONES5 years Filed as: EDWARD D. JONES AND CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $93,721 |
Filed as: WILSHIRE ADVISORS LLC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $9,372 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,085 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,764 | $100,923+171.3% | $150,045+82.5% | $74,304+268.4% |
| Participation rate | 99.3% | 70.1%+29.2pp | 82.3%+17.0pp | 60.3%+39.0pp |
| Annual return | 16.30% | 51.77%-35.5pp | 62.55%-46.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $10,778 | $3,463+211.2% | $4,693+129.6% | $2,241+380.9% |
| Participant deferral / active EE | $10,927 | $6,709+62.9% | $7,997+36.6% | $3,767+190.1% |
| Admin fee / account holder | $1,014 | $2,767-63.4% | $13,435-92.5% | $2,969-65.9% |