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 8-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 SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $23,496 |
AMERICAN FUNDS4 years Filed as: CAPITAL STRATEGIES GROUP, INC. Service code 27 · EIN 63-1207374 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,187 | $51,288+9.6% | $81,983-31.5% | $73,409-23.5% |
| Participation rate | 87.7% | 64.0%+23.7pp | 69.2%+18.5pp | 72.2%+15.5pp |
| Annual return | 12.98% | 29.48%-16.5pp | 41.31%-28.3pp | 59.29%-46.3pp |
| Employer contribution / active EE | $617 | $1,487-58.5% | $2,498-75.3% | $2,234-72.4% |
| Participant deferral / active EE | $1,884 | $2,715-30.6% | $3,722-49.4% | $3,805-50.5% |
| Admin fee / account holder | $64 | $125-48.6% | $5,664-98.9% | $158-59.2% |