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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $164,330 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 27 20 WILLIAM STREET · WELLESLEY, MA 02481 | Advisory (Plan) | $95,000 |
PRICEWATERHOUSECOOPERS LLP11+ years Service code 10 · EIN 13-4008324 | Accounting | $59,000 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $29,336 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $384,492 | $145,877+163.6% | $150,045+156.3% | $102,872+273.8% |
| Participation rate | 96.8% | 79.8%+17.0pp | 82.3%+14.5pp | 73.0%+23.8pp |
| Annual return | 15.68% | 21.37%-5.7pp | 62.55%-46.9pp | 19.06%-3.4pp |
| Employer contribution / active EE | $12,115 | $4,710+157.2% | $4,693+158.1% | $3,526+243.5% |
| Participant deferral / active EE | $19,351 | $9,491+103.9% | $7,997+142.0% | $5,535+249.6% |
| Admin fee / account holder | $102 | $176-42.0% | $13,435-99.2% | $292-65.1% |