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 | $3,988 |
CHARLES SCHWAB & CO., INC.3 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 | $340,531 | $49,915+582.2% | $154,803+120.0% | $74,304+358.3% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 17.93% | 34.06%-16.1pp | 58.88%-41.0pp | 29.43%-11.5pp |
| Employer contribution / active EE | $20,965 | $1,611+1201.1% | $4,305+386.9% | $2,241+835.4% |
| Participant deferral / active EE | $13,588 | $2,255+502.6% | $5,540+145.2% | $3,767+260.7% |
| Admin fee / account holder | $16 | $2,189-99.3% | $14,329-99.9% | $2,969-99.5% |