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 |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL ANALYSTS, INC. Service code 26 · EIN 45-4846725 | Advisory (Participants) | $37,105 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $250 |
Annual investment return 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 | $56,781 | $47,722+19.0% | $82,719-31.4% | $64,808-12.4% |
| Participation rate | 70.8% | 67.6%+3.2pp | 72.6%-1.7pp | 71.5%-0.6pp |
| Annual return | -17.58% | -13.05%-4.5pp | 701.18%-718.8pp | 32.82%-50.4pp |
| Employer contribution / active EE | $4,969 | $2,179+128.0% | $3,009+65.2% | $2,506+98.3% |
| Participant deferral / active EE | $3,073 | $3,329-7.7% | $4,395-30.1% | $4,310-28.7% |
| Admin fee / account holder | $143 | $143-0.2% | $5,329-97.3% | $188-24.0% |