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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $183,908 |
Service code 17 12800 N MERIDIAN · CARMEL, IN 46032 | Pension Consulting | $44,000 |
CROWE LLP2 years Filed as: CROWE, LLP Service code 10 · EIN 35-0921680 | Accounting | $14,175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,481 | $66,457+70.8% | $81,382+39.4% | $77,643+46.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 69.5%+30.5pp | 70.6%+29.4pp |
| Annual return | 13.74% | 15.93%-2.2pp | 24.73%-11.0pp | 31.24%-17.5pp |
| Employer contribution / active EE | $3,970 | $2,159+83.8% | $2,463+61.2% | $2,726+45.6% |
| Participant deferral / active EE | $6,789 | $3,679+84.5% | $3,883+74.8% | $4,647+46.1% |
| Admin fee / account holder | $259 | $583-55.6% | $5,768-95.5% | $430-39.9% |