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 | $17,492 |
ATLANTA CAPITAL MANAGEMENT3 years Filed as: ATLANTA CONSULTING ADVISORS LLC Service code 16 · EIN 81-5358976 | Consulting | $14,039 |
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 | $93,772 | $58,101+61.4% | $118,925-21.2% | $73,409+27.7% |
| Participation rate | 93.7% | 56.1%+37.6pp | 75.4%+18.3pp | 72.2%+21.5pp |
| Annual return | 16.05% | 20.56%-4.5pp | 35.88%-19.8pp | 59.29%-43.2pp |
| Employer contribution / active EE | $2,228 | $1,445+54.2% | $3,263-31.7% | $2,234-0.3% |
| Participant deferral / active EE | $5,431 | $2,400+126.3% | $4,265+27.4% | $3,805+42.7% |
| Admin fee / account holder | $65 | $138-52.9% | $6,581-99.0% | $158-58.8% |