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 | $45,442 |
PNC BANK, N.A.1 year Filed as: PNC BANK NATIONAL ASSOCIATION Service code 27 · EIN 22-1146430 | Advisory (Plan) | $26,661 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,175 | $65,908-36.0% | $81,812-48.4% | $77,643-45.7% |
| Participation rate | 96.8% | 65.8%+31.0pp | 72.3%+24.4pp | 70.6%+26.2pp |
| Annual return | 17.96% | 26.64%-8.7pp | 773.79%-755.8pp | 31.24%-13.3pp |
| Employer contribution / active EE | $294 | $2,370-87.6% | $2,912-89.9% | $2,726-89.2% |
| Participant deferral / active EE | $3,949 | $3,505+12.6% | $4,319-8.6% | $4,647-15.0% |
| Admin fee / account holder | $130 | $526-75.2% | $7,386-98.2% | $430-69.7% |