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 | $86,186 |
Service code 15 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Recordkeeping | $20,000 |
CARON & BLETZER, PLLC7 years Service code 10 · EIN 04-3499945 | Accounting | $12,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,998 | $86,897+63.4% | $151,611-6.3% | $64,808+119.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -14.56% | -3.57%-11.0pp | 3.33%-17.9pp | 32.82%-47.4pp |
| Employer contribution / active EE | $7,793 | $4,010+94.3% | $6,166+26.4% | $2,506+211.0% |
| Participant deferral / active EE | $13,155 | $6,690+96.6% | $8,363+57.3% | $4,310+205.2% |
| Admin fee / account holder | $194 | $153+26.8% | $11,616-98.3% | $188+3.3% |