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 | $13,622 |
WILMINGTON TRUST3 years Filed as: WILMINGTON TRUST, NATIONAL ASSOC. Service code 27 · EIN 16-1486454 1100 N. MARKET STREET · WILMINGTON, DE 19890 | Advisory (Plan) | $9,462 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,039 | $44,960-28.7% | $84,966-62.3% | $74,495-57.0% |
| Participation rate | 77.8% | 49.4%+28.4pp | 67.5%+10.3pp | 67.2%+10.6pp |
| Annual return | 15.34% | 26.24%-10.9pp | 66.38%-51.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $338 | $1,457-76.8% | $2,727-87.6% | $2,623-87.1% |
| Participant deferral / active EE | $1,962 | $2,731-28.2% | $4,519-56.6% | $4,346-54.9% |
| Admin fee / account holder | $169 | $2,209-92.4% | $6,149-97.3% | $1,942-91.3% |