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 SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $38,789 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $26,604 |
Service code 27 · EIN 94-3428956 | Advisory (Plan) | $7,272 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,007 | $78,419-26.0% | $133,956-56.7% | $73,409-21.0% |
| Participation rate | 85.0% | 78.6%+6.4pp | 79.8%+5.2pp | 72.2%+12.9pp |
| Annual return | -3.36% | 33.35%-36.7pp | 45.09%-48.5pp | 59.29%-62.7pp |
| Employer contribution / active EE | $2,219 | $2,044+8.6% | $3,919-43.4% | $2,234-0.7% |
| Participant deferral / active EE | $4,193 | $3,925+6.8% | $5,048-16.9% | $3,805+10.2% |
| Admin fee / account holder | $243 | $161+50.6% | $8,927-97.3% | $158+53.9% |