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 |
|---|---|---|
QUANTUM STRATEGIES2 years Service code 26 · EIN 47-2819002 | Advisory (Participants) | $37,121 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,742 |
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 | $25,701 | $62,928-59.2% | $172,739-85.1% | $67,579-62.0% |
| Participation rate | 98.8% | 64.5%+34.3pp | 82.6%+16.2pp | 71.3%+27.5pp |
| Annual return | 3.90% | 30.36%-26.5pp | 802.84%-798.9pp | 378.56%-374.7pp |
| Employer contribution / active EE | $3,306 | $1,636+102.1% | $5,143-35.7% | $2,148+53.9% |
| Participant deferral / active EE | $1,011 | $2,145-52.8% | $5,198-80.5% | $3,539-71.4% |
| Admin fee / account holder | $106 | $167-36.2% | $13,954-99.2% | $142-25.3% |