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 | $19,111 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $17,385 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,367 | $54,701-6.1% | $86,188-40.4% | $71,457-28.1% |
| Participation rate | 80.6% | 60.1%+20.5pp | 69.0%+11.7pp | 67.9%+12.7pp |
| Annual return | 19.20% | 20.06%-0.9pp | 1168.45%-1149.3pp | 28.85%-9.7pp |
| Employer contribution / active EE | $700 | $1,265-44.7% | $2,380-70.6% | $2,588-73.0% |
| Participant deferral / active EE | $7,160 | $3,108+130.3% | $3,985+79.7% | $4,289+66.9% |
| Admin fee / account holder | $153 | $1,922-92.0% | $6,852-97.8% | $1,587-90.3% |