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 |
|---|---|---|
EDWARD JONES5 years Filed as: EDWARD D JONES & CO, L.P. Service code 26 · EIN 43-0345811 1316 NORTH WALNUT · CAMERON, MO 64429 | Advisory (Participants) | $7,754 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,016 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $388 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,978 | $73,867-78.4% | $143,757-88.9% | $68,494-76.7% |
| Participation rate | 76.4% | 66.7%+9.7pp | 80.3%-3.9pp | 67.9%+8.5pp |
| Annual return | -18.11% | 1.01%-19.1pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,769 | $3,184-44.4% | $4,951-64.3% | $2,596-31.9% |
| Participant deferral / active EE | $1,473 | $3,384-56.5% | $5,637-73.9% | $4,027-63.4% |
| Admin fee / account holder | $41 | $5,755-99.3% | $14,673-99.7% | $5,403-99.2% |