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 |
|---|---|---|
EDWARD JONES4 years Filed as: EDWARD D. JONES & CO., L.P. Service code 27 · EIN 43-0345811 | Advisory (Plan) | $57,808 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $55,579 |
Filed as: WILSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $7,934 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,187 | $119,446-10.3% | $150,045-28.6% | $85,563+25.3% |
| Participation rate | 71.3% | 75.4%-4.1pp | 82.3%-11.0pp | 66.0%+5.4pp |
| Annual return | 26.92% | 23.72%+3.2pp | 62.55%-35.6pp | 31.51%-4.6pp |
| Employer contribution / active EE | $5,699 | $4,078+39.8% | $4,693+21.4% | $2,654+114.8% |
| Participant deferral / active EE | $10,266 | $7,985+28.6% | $7,997+28.4% | $4,375+134.6% |
| Admin fee / account holder | $251 | $548-54.2% | $13,435-98.1% | $834-70.0% |