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 8-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 PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $34,678 |
MONETA GROUP LLC8+ years Filed as: MONETA GROUP, LLC Service code 27 · EIN 20-1903821 100 SOUTH BRENTWOOD BLVD · CLAYTON, MO 63105 | Advisory (Plan) | $18,215 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,081 | $87,870-33.9% | $113,168-48.7% | $74,304-21.8% |
| Participation rate | 86.5% | 70.7%+15.8pp | 76.6%+10.0pp | 60.3%+26.2pp |
| Annual return | 14.18% | 26.44%-12.3pp | 24.27%-10.1pp | 29.43%-15.3pp |
| Employer contribution / active EE | $1,207 | $2,277-47.0% | $2,975-59.4% | $2,241-46.2% |
| Participant deferral / active EE | $4,648 | $4,241+9.6% | $5,107-9.0% | $3,767+23.4% |
| Admin fee / account holder | $259 | $3,368-92.3% | $12,068-97.9% | $2,969-91.3% |