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 8-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 |
|---|---|---|
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $13,575 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 51-0492818 | Advisory (Plan) | $9,296 |
Filed as: JOHN HANCOCK RETIREMENT SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $7,244 |
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 | $169,058 | $79,523+112.6% | $140,016+20.7% | $56,287+200.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -0.84% | 2.39%-3.2pp | 651.12%-652.0pp | -9.96%+9.1pp |
| Employer contribution / active EE | $9,673 | $3,350+188.7% | $5,606+72.6% | $2,111+358.2% |
| Participant deferral / active EE | $12,110 | $5,129+136.1% | $6,927+74.8% | $3,350+261.5% |
| Admin fee / account holder | $98 | $614-84.1% | $10,705-99.1% | $521-81.3% |