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 LLP3+ years Filed as: PENSION INNOVATIONS & CONSULTING Service code 14 7558 KING'S POINTE ROAD · TOLEDO, OH 43617 | Plan Administrator | $3,674 |
Filed as: JOHN HANCOCK LIFE INSURANCE COMPAN Service code 15 · EIN 01-0233346 | Recordkeeping | $1,704 |
Filed as: CUSO FINANCIAL SERVICE Service code 14 · EIN 39-0230590 10150 MEANLING DRIVE, 1ST FLOOR · SAN DIEGO, CA 92131 | Plan Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,865 | $89,739-52.2% | $149,718-71.4% | $62,292-31.2% |
| Participation rate | 94.1% | 85.1%+9.0pp | 87.1%+7.0pp | 69.5%+24.6pp |
| Annual return | 12.80% | 21.01%-8.2pp | 1501.63%-1488.8pp | 28.90%-16.1pp |
| Employer contribution / active EE | $508 | $3,233-84.3% | $5,445-90.7% | $2,042-75.1% |
| Participant deferral / active EE | $2,594 | $4,797-45.9% | $6,569-60.5% | $3,169-18.2% |
| Admin fee / account holder | $21 | $551-96.2% | $11,283-99.8% | $479-95.7% |