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 Service code 15 · EIN 01-0233346 | Recordkeeping | $91,177 |
Filed as: NORTHWESTEN MUTUAL INVESTMENT SERVI Service code 26 720 EAST WISCONSIN AVE. · MILWAUKEE, WI 53202 | Advisory (Participants) | $4,537 |
COASTAL PENSION SERVICES1 year Filed as: COASTAL PENSION SERVICES, INC. Service code 15 7230 LEE DEFORST DRIVE · COLUMBIA, MD 21046 | Recordkeeping | $3,210 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,557 | $49,693-16.4% | $70,515-41.1% | $74,419-44.2% |
| Participation rate | 96.8% | 64.7%+32.2pp | 68.3%+28.5pp | 70.7%+26.1pp |
| Annual return | 20.65% | 21.22%-0.6pp | 32.77%-12.1pp | 34.38%-13.7pp |
| Employer contribution / active EE | $3,020 | $1,773+70.3% | $2,973+1.6% | $2,637+14.5% |
| Participant deferral / active EE | $3,075 | $3,376-8.9% | $4,567-32.7% | $4,528-32.1% |
| Admin fee / account holder | $159 | $316-49.7% | $6,412-97.5% | $348-54.3% |