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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $317,953 |
Service code 27 · EIN 20-4798483 | Advisory (Plan) | $70,000 |
HUGHES PITTMAN & GUPTON, LLP5+ years Filed as: HUGHES, PITTMAN & GUPTON, LLP Service code 10 · EIN 56-1415202 | Accounting | $21,100 |
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 | $64,084 | $65,708-2.5% | $76,817-16.6% | $77,787-17.6% |
| Participation rate | 97.6% | 79.0%+18.6pp | 72.1%+25.5pp | 73.2%+24.3pp |
| Annual return | 22.08% | 49.86%-27.8pp | 1166.11%-1144.0pp | 32.57%-10.5pp |
| Employer contribution / active EE | $1,940 | $2,167-10.5% | $2,302-15.7% | $2,504-22.5% |
| Participant deferral / active EE | $3,278 | $3,254+0.8% | $3,336-1.7% | $3,967-17.4% |
| Admin fee / account holder | $142 | $91+56.2% | $6,420-97.8% | $100+41.8% |