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 SERV Service code 15 · EIN 01-0233346 | Recordkeeping | $69,158 |
Filed as: ATLANTA CONSULTING ADVISORS LLC Service code 16 · EIN 81-5358976 | Consulting | $14,517 |
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 | $71,702 | $107,440-33.3% | $105,738-32.2% | $55,725+28.7% |
| Participation rate | 90.9% | 55.5%+35.4pp | 76.3%+14.5pp | 70.9%+20.0pp |
| Annual return | -4.78% | -0.59%-4.2pp | 6.27%-11.1pp | 244.93%-249.7pp |
| Employer contribution / active EE | $2,225 | $1,448+53.7% | $3,268-31.9% | $2,078+7.1% |
| Participant deferral / active EE | $5,044 | $2,171+132.3% | $4,080+23.6% | $3,356+50.3% |
| Admin fee / account holder | $156 | $283-44.9% | $6,913-97.7% | $115+35.6% |