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 | $37,653 |
EDWARD JONES7 years Filed as: EDWARD D. JONES & CO., L.P Service code 26 · EIN 43-0345811 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED11+ 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 | $72,427 | $84,556-14.3% | $116,228-37.7% | $74,304-2.5% |
| Participation rate | 86.0% | 66.0%+20.0pp | 74.6%+11.4pp | 60.3%+25.7pp |
| Annual return | 16.27% | 18.35%-2.1pp | 90.06%-73.8pp | 29.43%-13.2pp |
| Employer contribution / active EE | $3,174 | $2,168+46.4% | $2,994+6.0% | $2,241+41.6% |
| Participant deferral / active EE | $5,062 | $3,814+32.7% | $4,953+2.2% | $3,767+34.4% |
| Admin fee / account holder | $558 | $3,792-85.3% | $11,989-95.3% | $2,969-81.2% |