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 | $25,610 |
EDWARD JONES5 years Filed as: EDWARD D. JONES & CO., L.P Service code 26 · EIN 43-0345811 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED9+ years Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,315 | $71,516-33.8% | $98,439-51.9% | $71,457-33.8% |
| Participation rate | 82.6% | 72.7%+9.9pp | 75.2%+7.4pp | 67.9%+14.7pp |
| Annual return | 22.93% | 32.41%-9.5pp | 21.16%+1.8pp | 28.85%-5.9pp |
| Employer contribution / active EE | $2,479 | $2,399+3.3% | $3,048-18.7% | $2,588-4.2% |
| Participant deferral / active EE | $3,835 | $4,109-6.7% | $4,738-19.1% | $4,289-10.6% |
| Admin fee / account holder | $326 | $1,675-80.5% | $8,948-96.4% | $1,587-79.4% |