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 FUNDS6 years Filed as: CAPITAL ANALYSTS, INC. Service code 26 · EIN 45-4846725 | Advisory (Participants) | $38,225 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,583 | $52,208+33.3% | $86,612-19.7% | $74,419-6.5% |
| Participation rate | 75.4% | 66.3%+9.0pp | 71.7%+3.7pp | 70.7%+4.6pp |
| Annual return | 16.98% | 44.46%-27.5pp | 591.07%-574.1pp | 34.38%-17.4pp |
| Employer contribution / active EE | $5,335 | $2,282+133.8% | $3,022+76.5% | $2,637+102.3% |
| Participant deferral / active EE | $3,420 | $3,383+1.1% | $4,438-22.9% | $4,528-24.5% |
| Admin fee / account holder | $293 | $319-8.2% | $5,614-94.8% | $348-15.9% |