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 | $150,249 |
Service code 17 12800 N MERIDIAN · CARMEL, IN 46032 | Pension Consulting | $32,770 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,428 | $61,756-8.6% | $70,092-19.5% | $77,904-27.6% |
| Participation rate | 93.4% | 79.9%+13.5pp | 70.5%+23.0pp | 73.7%+19.8pp |
| Annual return | -14.08% | -11.86%-2.2pp | 190.73%-204.8pp | 12.21%-26.3pp |
| Employer contribution / active EE | $1,726 | $2,706-36.2% | $2,559-32.5% | $2,848-39.4% |
| Participant deferral / active EE | $3,827 | $3,977-3.8% | $3,849-0.6% | $4,806-20.4% |
| Admin fee / account holder | $172 | $101+69.5% | $6,267-97.3% | $133+29.5% |