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 Service code 15 · EIN 01-0233346 | Recordkeeping | $88,568 |
RBT CPAS, LLP2 years Filed as: RBT CPAS LLP Service code 10 · EIN 14-1604297 | Accounting | $25,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,822 | $95,918-57.4% | $151,611-73.1% | $77,904-47.6% |
| Participation rate | 87.4% | 88.7%-1.3pp | 87.5%-0.1pp | 73.7%+13.7pp |
| Annual return | -15.97% | -5.50%-10.5pp | 3.33%-19.3pp | 12.21%-28.2pp |
| Employer contribution / active EE | $3,405 | $4,330-21.4% | $6,166-44.8% | $2,848+19.6% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $160 | $93+71.5% | $11,616-98.6% | $133+20.7% |