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 RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $57,113 |
FIDUCIARY INVESTMENT ADVISORS5+ years Service code 16 · EIN 20-4751585 | Consulting | $22,783 |
MAYER HOFFMAN MCCANN P.C.5+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 27 · EIN 43-1947695 | Advisory (Plan) | $16,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,687 | $88,122+207.2% | $141,162+91.8% | $67,579+300.5% |
| Participation rate | 94.2% | 76.5%+17.7pp | 82.5%+11.7pp | 71.3%+22.9pp |
| Annual return | 27.02% | 75.40%-48.4pp | 71.39%-44.4pp | 378.56%-351.5pp |
| Employer contribution / active EE | $9,274 | $3,224+187.6% | $4,735+95.9% | $2,148+331.8% |
| Participant deferral / active EE | $10,460 | $5,958+75.6% | $6,709+55.9% | $3,539+195.5% |
| Admin fee / account holder | $228 | $131+74.4% | $10,261-97.8% | $142+60.5% |