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 |
|---|---|---|
FIELD OLSON9 years Service code 55 15221 CRESTVIEW LANE · MINNETONKA, MN 55345 | Other Commissions | $68,893 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 PO BOX 775967 · CHICAGO, IL 60677 | Accounting | $24,360 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $13,964 |
Service code 13 · EIN 41-0955056 7365 KIRKWOOD COURT N · MAPLE GROVE, MN 55369 | Contract Administrator | $13,832 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK LIFE INS. CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $6,238 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK LIFE INS. CO NY Service code 15 · EIN 13-3646501 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,010 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,268 | $30,588+289.9% | $53,898+121.3% | $85,563+39.4% |
| Participation rate | 72.5% | 26.3%+46.1pp | 55.0%+17.5pp | 66.0%+6.5pp |
| Annual return | 15.94% | 50.42%-34.5pp | 528.60%-512.7pp | 31.51%-15.6pp |
| Employer contribution / active EE | $3,024 | $436+593.6% | $932+224.4% | $2,654+13.9% |
| Participant deferral / active EE | $5,573 | $848+557.2% | $1,826+205.1% | $4,375+27.4% |
| Admin fee / account holder | $411 | $1,879-78.1% | $2,491-83.5% | $834-50.7% |