Filed May 1, 2017
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 Service code 15 · EIN 01-0233346 | Recordkeeping | $40,022 |
Service code 27 · EIN 94-3428956 | Advisory (Plan) | $8,859 |
Filed as: KRONICK KALADA BERDY & CO. PC Service code 10 · EIN 23-2667890 | Accounting | $8,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,993 | $111,491-38.1% | $189,513-63.6% | $86,799-20.5% |
| Participation rate | 94.3% | 87.3%+7.0pp | 87.8%+6.5pp | 72.3%+22.0pp |
| Annual return | 17.26% | 83.50%-66.2pp | 555.15%-537.9pp | 97.91%-80.6pp |
| Employer contribution / active EE | $3,382 | $3,951-14.4% | $6,162-45.1% | $2,405+40.6% |
| Participant deferral / active EE | $4,368 | $6,437-32.1% | $8,221-46.9% | $4,131+5.7% |
| Admin fee / account holder | $160 | $189-15.2% | $12,045-98.7% | $170-5.6% |