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 |
|---|---|---|
VEERY CAPITAL4 years Service code 26 · EIN 83-1838623 | Advisory (Participants) | $67,618 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $30,180 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 13 · EIN 43-1451524 | Contract Administrator | $11,756 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,592 | $49,915-10.7% | $154,803-71.2% | $74,304-40.0% |
| Participation rate | 96.5% | 54.0%+42.5pp | 78.1%+18.4pp | 60.3%+36.1pp |
| Annual return | 15.31% | 34.06%-18.7pp | 58.88%-43.6pp | 29.43%-14.1pp |
| Employer contribution / active EE | $443 | $1,611-72.5% | $4,305-89.7% | $2,241-80.2% |
| Participant deferral / active EE | $4,736 | $2,255+110.1% | $5,540-14.5% | $3,767+25.7% |
| Admin fee / account holder | $238 | $2,189-89.1% | $14,329-98.3% | $2,969-92.0% |