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 8-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 JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $7,191 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $771 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $479 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,550 | $49,451-18.0% | $79,550-49.0% | $66,914-39.4% |
| Participation rate | 44.7% | 61.3%-16.6pp | 69.5%-24.7pp | 69.8%-25.1pp |
| Annual return | -14.69% | 84.25%-98.9pp | 0.16%-14.9pp | 1.58%-16.3pp |
| Employer contribution / active EE | $765 | $1,266-39.6% | $2,413-68.3% | $2,544-69.9% |
| Participant deferral / active EE | $3,088 | $3,159-2.2% | $3,985-22.5% | $4,237-27.1% |
| Admin fee / account holder | $241 | $595-59.4% | $6,832-96.5% | $593-59.3% |