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 |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $22,069 |
EDWARD JONES4 years Filed as: EDWARD D. JONES & CO., L.P Service code 26 · EIN 43-0345811 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED8+ years Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,048 | $72,607-51.7% | $90,749-61.4% | $66,914-47.6% |
| Participation rate | 90.4% | 73.7%+16.7pp | 75.7%+14.7pp | 69.8%+20.6pp |
| Annual return | -18.80% | -12.28%-6.5pp | -12.16%-6.6pp | 1.58%-20.4pp |
| Employer contribution / active EE | $2,584 | $2,369+9.1% | $2,921-11.5% | $2,544+1.6% |
| Participant deferral / active EE | $3,989 | $3,977+0.3% | $4,564-12.6% | $4,237-5.8% |
| Admin fee / account holder | $272 | $707-61.6% | $8,445-96.8% | $593-54.2% |