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 | $196,466 |
PROCOURSE FIDUCIARY ADVISORS, LLC10+ years Service code 17 12800 N MERIDIAN · CARMEL, IN 46032 | Pension Consulting | $33,000 |
CROWE LLP8 years 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 | $60,344 | $76,173-20.8% | $81,382-25.9% | $199,593-69.8% |
| Participation rate | 99.2% | 76.3%+22.9pp | 69.5%+29.7pp | 72.0%+27.2pp |
| Annual return | 13.40% | 15.59%-2.2pp | 24.73%-11.3pp | 34.25%-20.9pp |
| Employer contribution / active EE | $1,968 | $2,792-29.5% | $2,463-20.1% | $3,034-35.1% |
| Participant deferral / active EE | $4,715 | $4,201+12.2% | $3,883+21.4% | $5,087-7.3% |
| Admin fee / account holder | $172 | $146+17.6% | $5,768-97.0% | $269-36.1% |