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 |
|---|---|---|
PENSION ASSURANCE LLP1+ years Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 15 · EIN 33-0499726 18008 SKY PARK CIR #200 · IRVINE, CA 92614 | Recordkeeping | $12,185 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 P. O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $874 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,480 | $50,464-35.6% | $75,781-57.1% | $52,331-37.9% |
| Participation rate | 79.8% | 66.8%+13.1pp | 75.8%+4.0pp | 68.1%+11.7pp |
| Annual return | -0.95% | 1.03%-2.0pp | 9.68%-10.6pp | 4.54%-5.5pp |
| Employer contribution / active EE | $875 | $1,988-56.0% | $3,323-73.7% | $1,882-53.5% |
| Participant deferral / active EE | $1,962 | $2,570-23.7% | $3,651-46.3% | $3,022-35.1% |
| Admin fee / account holder | $54 | $1,103-95.1% | $5,299-99.0% | $592-91.0% |