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 Service code 15 · EIN 01-0233346 | Recordkeeping | $43,067 |
RESTIVO MONACELLI1 year Filed as: RESTIVO MONACELLI LLP Service code 10 · EIN 77-0601437 | Accounting | $9,000 |
Employer contribution per participant 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 | $110,033 | $121,341-9.3% | $189,513-41.9% | $79,386+38.6% |
| Participation rate | 89.6% | 86.1%+3.5pp | 87.8%+1.8pp | 70.7%+18.9pp |
| Annual return | 15.02% | 21.08%-6.1pp | 555.15%-540.1pp | 116.85%-101.8pp |
| Employer contribution / active EE | $831 | $3,915-78.8% | $6,162-86.5% | $2,427-65.8% |
| Participant deferral / active EE | $6,748 | $6,395+5.5% | $8,221-17.9% | $4,046+66.8% |
| Admin fee / account holder | $288 | $651-55.8% | $12,045-97.6% | $626-54.1% |