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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $37,972 |
Service code 10 · EIN 11-3425754 | Accounting | $12,000 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,246 | $33,232+99.3% | $71,796-7.7% | $63,975+3.5% |
| Participation rate | 72.3% | 60.1%+12.2pp | 69.1%+3.2pp | 71.1%+1.2pp |
| Annual return | 5.56% | 11.99%-6.4pp | 78.04%-72.5pp | 48.65%-43.1pp |
| Employer contribution / active EE | $1,390 | $723+92.2% | $1,924-27.8% | $2,182-36.3% |
| Participant deferral / active EE | $2,995 | $1,604+86.7% | $2,794+7.2% | $3,356-10.8% |
| Admin fee / account holder | $31 | $63-50.4% | $4,815-99.3% | $70-55.3% |