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 LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $56,617 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: PPG RETIREMENT PLAN SERVICES Service code 10 · EIN 39-1915811 5525 GREEN BAY ROAD, STE 200 · KENOSHA, WI 53144 | Accounting | $7,429 |
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 | $49,148 | $61,214-19.7% | $83,333-41.0% | $56,287-12.7% |
| Participation rate | 89.6% | 72.6%+17.0pp | 77.8%+11.8pp | 69.9%+19.7pp |
| Annual return | -6.35% | 0.42%-6.8pp | 10.63%-17.0pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,715 | $1,925-10.9% | $3,379-49.2% | $2,111-18.7% |
| Participant deferral / active EE | $3,515 | $5,091-31.0% | $5,565-36.8% | $3,350+4.9% |
| Admin fee / account holder | $262 | $512-48.7% | $7,510-96.5% | $521-49.6% |