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 RETIREMENT PLAN SERVIC Service code 15 · EIN 45-3008106 | Recordkeeping | $43,417 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $25,000 |
CALIBRE CPA GROUP PLLC7+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $15,500 |
BENEFITS MANAGEMENT GROUP, INC.7+ years Service code 13 · EIN 20-0188125 | Contract Administrator | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,811 | $86,897-56.5% | $151,611-75.1% | $64,808-41.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -15.53% | -3.57%-12.0pp | 3.33%-18.9pp | 32.82%-48.4pp |
| Employer contribution / active EE | $2,838 | $4,010-29.2% | $6,166-54.0% | $2,506+13.3% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $168 | $153+9.6% | $11,616-98.6% | $188-10.8% |