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 | $189,694 |
Service code 17 12800 N MERIDIAN · CARMEL, IN 46032 | Pension Consulting | $33,000 |
CROWE LLP7 years Service code 10 · EIN 35-0921680 | Accounting | $27,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,546 | $73,034-23.9% | $77,163-28.0% | $80,160-30.7% |
| Participation rate | 97.4% | 78.1%+19.3pp | 69.6%+27.8pp | 72.9%+24.4pp |
| Annual return | 15.80% | 18.56%-2.8pp | 37.87%-22.1pp | 40.38%-24.6pp |
| Employer contribution / active EE | $1,717 | $2,779-38.2% | $2,535-32.3% | $2,978-42.3% |
| Participant deferral / active EE | $4,122 | $4,140-0.4% | $3,833+7.5% | $5,017-17.8% |
| Admin fee / account holder | $181 | $104+74.9% | $5,472-96.7% | $145+25.2% |