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 6-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 | $64,785 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $13,238 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,391 | $62,624-30.7% | $177,989-75.6% | $77,643-44.1% |
| Participation rate | 90.9% | 66.8%+24.1pp | 77.1%+13.9pp | 70.6%+20.4pp |
| Annual return | 11.95% | 16.16%-4.2pp | 294.48%-282.5pp | 31.24%-19.3pp |
| Employer contribution / active EE | $2,151 | $1,909+12.7% | $3,949-45.5% | $2,726-21.1% |
| Participant deferral / active EE | $4,120 | $4,219-2.4% | $6,276-34.4% | $4,647-11.4% |
| Admin fee / account holder | $242 | $386-37.4% | $10,363-97.7% | $430-43.9% |