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 9-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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $169,073 |
MONETA GROUP LLC7 years Filed as: MONETA GROUP Service code 27 100 SOUTH BRENTWOOD BLVD · CLAYTON, MO 63105 | Advisory (Plan) | $65,404 |
ARMANINO LLP2 years Service code 10 · EIN 94-6214841 | Accounting | $15,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,077 | $89,282-27.1% | $94,646-31.2% | $74,419-12.6% |
| Participation rate | 91.5% | 82.4%+9.1pp | 80.8%+10.7pp | 70.7%+20.8pp |
| Annual return | 21.24% | 25.96%-4.7pp | 156.71%-135.5pp | 34.38%-13.1pp |
| Employer contribution / active EE | $2,706 | $3,022-10.5% | $3,672-26.3% | $2,637+2.6% |
| Participant deferral / active EE | $7,778 | $8,425-7.7% | $7,418+4.9% | $4,528+71.8% |
| Admin fee / account holder | $228 | $219+4.1% | $7,231-96.8% | $348-34.5% |