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 4-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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,090 |
Filed as: MILLENNIUM INVESTMENT AND RET Service code 24 · EIN 94-3428956 | Discretionary Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,850 | $51,576-13.0% | $129,207-65.3% | $80,856-44.5% |
| Participation rate | 80.0% | 57.0%+23.0pp | 69.6%+10.4pp | 67.6%+12.4pp |
| Annual return | 17.84% | 20.81%-3.0pp | 9417.33%-9399.5pp | 35.59%-17.8pp |
| Employer contribution / active EE | $3,572 | $1,584+125.5% | $4,153-14.0% | $2,755+29.7% |
| Participant deferral / active EE | $8,036 | $2,669+201.1% | $4,168+92.8% | $4,296+87.1% |
| Admin fee / account holder | $291 | $4,305-93.2% | $7,715-96.2% | $6,918-95.8% |