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 SERVICES Service code 15 PO BOX 219247 · KANSAS CITY, MO 64121 | Recordkeeping | $51,878 |
Filed as: BEACON ADMINISTRATORS Service code 13 · EIN 23-2148108 | Contract Administrator | $43,200 |
ANDCO CONSULTING2 years Service code 17 531 WEST MORSE BLVD · WINTER PARK, FL 32789 | Pension Consulting | $28,125 |
MEYER, UNKOVIC & SCOTT5 years Filed as: MEYER, UNKOVIC & SCOTT LLP Service code 29 · EIN 25-1008021 | Legal | $27,895 |
PACKER THOMAS4 years Service code 10 · EIN 34-1667340 | Accounting | $27,124 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,014 | $81,719+0.4% | $101,248-19.0% | $90,288-9.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 13.62% | 337.64%-324.0pp | 46.47%-32.9pp | 53.97%-40.3pp |
| Employer contribution / active EE | $3,767 | $3,622+4.0% | $3,660+2.9% | $2,524+49.2% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $153 | $162-5.3% | $5,945-97.4% | $114+34.5% |