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 | $275,363 |
Service code 27 · EIN 20-4798483 | Advisory (Plan) | $70,000 |
HUGHES PITTMAN & GUPTON, LLP8+ years Filed as: HUGHES, PITTMAN & GUPTON, LLP Service code 10 · EIN 56-1415202 | Accounting | $21,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,432 | $61,756-10.2% | $70,092-20.9% | $77,904-28.8% |
| Participation rate | 98.8% | 79.9%+18.9pp | 70.5%+28.3pp | 73.7%+25.1pp |
| Annual return | -14.69% | -11.86%-2.8pp | 190.73%-205.4pp | 12.21%-26.9pp |
| Employer contribution / active EE | $2,104 | $2,706-22.3% | $2,559-17.8% | $2,848-26.1% |
| Participant deferral / active EE | $3,799 | $3,977-4.5% | $3,849-1.3% | $4,806-21.0% |
| Admin fee / account holder | $130 | $101+28.4% | $6,267-97.9% | $133-1.8% |