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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $390,950 |
MMA SECURITIES LLC1 year Service code 26 · EIN 22-3570392 | Advisory (Participants) | $66,163 |
WRIGHT FORD YOUNG & CO1 year Service code 10 · EIN 95-3288054 | Accounting | $18,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,598 | $110,299+91.8% | $102,423+106.6% | $199,593+6.0% |
| Participation rate | 84.2% | 86.3%-2.1pp | 76.5%+7.7pp | 72.0%+12.2pp |
| Annual return | 18.07% | 35.73%-17.7pp | 29.32%-11.3pp | 34.25%-16.2pp |
| Employer contribution / active EE | $2,548 | $3,603-29.3% | $3,023-15.7% | $3,034-16.0% |
| Participant deferral / active EE | $9,366 | $6,376+46.9% | $5,053+85.4% | $5,087+84.1% |
| Admin fee / account holder | $260 | $122+112.6% | $9,451-97.2% | $269-3.3% |