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 LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $1,100 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $1,046 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,873 | $81,460-64.6% | $103,333-72.1% | $80,856-64.3% |
| Participation rate | 91.4% | 66.8%+24.5pp | 74.5%+16.8pp | 67.6%+23.7pp |
| Annual return | 14.71% | 25.55%-10.8pp | 24.88%-10.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,717 | $3,105+19.7% | $3,868-3.9% | $2,755+34.9% |
| Participant deferral / active EE | $5,748 | $3,869+48.6% | $5,057+13.7% | $4,296+33.8% |
| Admin fee / account holder | $251 | $6,566-96.2% | $8,355-97.0% | $6,918-96.4% |