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 26 · EIN 43-0345811 1316 NORTH WALNUT · CAMERON, MO 64429 | Advisory (Participants) | $9,771 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,328 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $488 |
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 | $15,292 | $95,416-84.0% | $185,823-91.8% | $85,850-82.2% |
| Participation rate | 82.4% | 68.8%+13.6pp | 81.7%+0.7pp | 69.3%+13.0pp |
| Annual return | 11.31% | 23.59%-12.3pp | 122.05%-110.7pp | 318.53%-307.2pp |
| Employer contribution / active EE | $2,220 | $3,314-33.0% | $5,167-57.0% | $2,565-13.4% |
| Participant deferral / active EE | $1,856 | $3,423-45.8% | $5,568-66.7% | $3,952-53.0% |
| Admin fee / account holder | $44 | $7,213-99.4% | $16,237-99.7% | $6,260-99.3% |