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 TRUST COMPANY LLC Service code 15 · EIN 80-0709115 PO BOX 55208 · BOSTON, MA 022055208 | Recordkeeping | $2,216 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Bank Trustee | $0 |
Service code 13 · EIN 62-1285777 5110 MARYLAND WAY · BRENTWOOD, TN 37027 | Contract Administrator | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,225 | $55,415+454.4% | $155,509+97.6% | $74,495+312.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.43% | 268.50%-253.1pp | 64.67%-49.2pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $19,642 | $2,267+766.4% | $4,672+320.4% | $2,623+648.8% |
| Participant deferral / active EE | $12,708 | $2,836+348.1% | $5,626+125.9% | $4,346+192.4% |
| Admin fee / account holder | $10 | $1,738-99.4% | $15,912-99.9% | $1,942-99.5% |