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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $500 |
FREEDMAN & GOLDBERG, CPA'S PC1+ years Filed as: FREEDMAN & GOLDBERG, CPA ' S PC Service code 99 · EIN 38-2622626 | Other Fees | $0 |
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS Service code 27 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,261 | $46,360-41.2% | $147,614-81.5% | $52,331-47.9% |
| Participation rate | 54.4% | 64.9%-10.5pp | 84.6%-30.2pp | 68.1%-13.7pp |
| Annual return | 4.22% | 1.62%+2.6pp | 61.98%-57.8pp | 4.54%-0.3pp |
| Employer contribution / active EE | $317 | $2,126-85.1% | $5,564-94.3% | $1,882-83.1% |
| Participant deferral / active EE | $900 | $2,258-60.2% | $4,895-81.6% | $3,022-70.2% |
| Admin fee / account holder | $16 | $766-97.9% | $11,611-99.9% | $592-97.3% |