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 | $87,427 |
Filed as: NORTHWESTEN MUTUAL INVESTMENT SERVI Service code 26 720 EAST WISCONSIN AVE. · MILWAUKEE, WI 53202 | Advisory (Participants) | $404 |
COASTAL PENSION SERVICES2 years Filed as: COASTAL PENSION SERVICES, INC. Service code 15 7230 LEE DEFORST DRIVE · COLUMBIA, MD 21046 | Recordkeeping | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,531 | $55,416-14.2% | $75,972-37.4% | $77,643-38.8% |
| Participation rate | 92.7% | 63.6%+29.1pp | 69.1%+23.6pp | 70.6%+22.1pp |
| Annual return | 12.73% | 17.07%-4.3pp | 359.55%-346.8pp | 31.24%-18.5pp |
| Employer contribution / active EE | $2,586 | $1,788+44.7% | $2,685-3.7% | $2,726-5.1% |
| Participant deferral / active EE | $4,055 | $3,447+17.6% | $4,255-4.7% | $4,647-12.7% |
| Admin fee / account holder | $145 | $414-64.9% | $6,467-97.8% | $430-66.2% |