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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $1,190,375 |
AMERICAN FUNDS3+ years Filed as: CAPITAL STRATEGIES GROUP, INC Service code 27 · EIN 63-1207374 | Advisory (Plan) | $20,833 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,757 | $106,972-53.5% | $71,671-30.6% | $80,976-38.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 68.7%+31.3pp | 68.3%+31.7pp |
| Annual return | 57.97% | 23.84%+34.1pp | 20.65%+37.3pp | 22.91%+35.1pp |
| Employer contribution / active EE | $1,410 | $4,034-65.1% | $2,460-42.7% | $2,402-41.3% |
| Participant deferral / active EE | $3,588 | $3,800-5.6% | $3,438+4.4% | $3,848-6.8% |
| Admin fee / account holder | $58 | $97-40.0% | $5,558-99.0% | $67-14.2% |