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 | $33,206 |
EDWARD JONES6 years Filed as: EDWARD D. JONES & CO., L.P Service code 26 · EIN 43-0345811 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED10+ 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,944 | $87,013-33.4% | $106,213-45.4% | $80,856-28.3% |
| Participation rate | 87.8% | 70.4%+17.3pp | 75.3%+12.5pp | 67.6%+20.1pp |
| Annual return | 14.58% | 17.05%-2.5pp | 116.14%-101.6pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,200 | $2,395+33.6% | $3,171+0.9% | $2,755+16.2% |
| Participant deferral / active EE | $5,041 | $3,986+26.5% | $5,016+0.5% | $4,296+17.3% |
| Admin fee / account holder | $417 | $8,431-95.1% | $11,033-96.2% | $6,918-94.0% |