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 |
|---|---|---|
BDS CONSULTING GROUP, INC.1+ years Service code 15 · EIN 04-2547708 | Recordkeeping | $5,740 |
Filed as: JOHN HANCOCK LIFE INS. CO. (U.S.A) Service code 15 · EIN 01-0233346 | Recordkeeping | $1,148 |
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 | $30,811 | $57,096-46.0% | $94,224-67.3% | $55,191-44.2% |
| Participation rate | 95.8% | 75.7%+20.1pp | 78.8%+17.0pp | 69.2%+26.6pp |
| Annual return | -0.11% | 159.65%-159.8pp | 10.68%-10.8pp | 10.78%-10.9pp |
| Employer contribution / active EE | $1,864 | $1,708+9.1% | $3,587-48.0% | $1,899-1.9% |
| Participant deferral / active EE | $3,636 | $3,165+14.9% | $4,320-15.8% | $3,046+19.4% |
| Admin fee / account holder | $20 | $89-77.3% | $6,269-99.7% | $91-77.7% |