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 |
|---|---|---|
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA ADVISORS Service code 26 · EIN 47-0648506 12325 PORT GRACE BOU · LA VISTA, NE 68128 | Advisory (Participants) | $9,784 |
VRAKAS S.C.1 year Service code 10 · EIN 39-1453055 | Accounting | $6,100 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $3,266 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,723 | $73,638-71.9% | $95,952-78.4% | $73,488-71.8% |
| Participation rate | 74.7% | 76.2%-1.5pp | 77.1%-2.4pp | 70.7%+4.0pp |
| Annual return | 17.53% | 16.78%+0.7pp | 91.61%-74.1pp | 28.51%-11.0pp |
| Employer contribution / active EE | $974 | $1,863-47.7% | $2,541-61.7% | $2,270-57.1% |
| Participant deferral / active EE | $2,521 | $3,617-30.3% | $4,167-39.5% | $3,740-32.6% |
| Admin fee / account holder | $182 | $482-62.2% | $6,795-97.3% | $513-64.5% |