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 6-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: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $14,613 |
Filed as: JOHN HANCOCK Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $8,038 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,617 | $84,487-60.2% | $125,339-73.2% | $66,914-49.8% |
| Participation rate | 78.7% | 76.4%+2.2pp | 82.4%-3.7pp | 69.8%+8.9pp |
| Annual return | -17.29% | -8.39%-8.9pp | 572.05%-589.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $2,333 | $3,553-34.3% | $4,814-51.5% | $2,544-8.3% |
| Participant deferral / active EE | $8,248 | $6,781+21.6% | $7,446+10.8% | $4,237+94.7% |
| Admin fee / account holder | $138 | $685-79.8% | $10,010-98.6% | $593-76.7% |