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 |
|---|---|---|
ADP BROKER-DEALER6+ years Filed as: PENSION CONSULTANTS, INC. Service code 12 · EIN 06-1504963 | Claims processing | $66,887 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $14,228 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,306 | $39,948+51.0% | $89,391-32.5% | $73,409-17.9% |
| Participation rate | 99.7% | 50.4%+49.2pp | 68.0%+31.7pp | 72.2%+27.5pp |
| Annual return | 19.00% | 50.12%-31.1pp | 245.62%-226.6pp | 59.29%-40.3pp |
| Employer contribution / active EE | $3,512 | $1,200+192.7% | $2,586+35.8% | $2,234+57.2% |
| Participant deferral / active EE | $2,988 | $2,193+36.3% | $3,890-23.2% | $3,805-21.5% |
| Admin fee / account holder | $113 | $134-15.6% | $4,881-97.7% | $158-28.2% |