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 RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $71,499 |
BONADIO & CO., LLP6+ years Filed as: BONADIO & COMPANY, LLP Service code 10 · EIN 16-1131146 | Accounting | $10,500 |
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 | $88,946 | $72,066+23.4% | $81,930+8.6% | $90,288-1.5% |
| Participation rate | 98.3% | 78.9%+19.4pp | 72.0%+26.3pp | 73.4%+24.9pp |
| Annual return | 16.18% | 15.92%+0.3pp | 29.49%-13.3pp | 53.97%-37.8pp |
| Employer contribution / active EE | $4,028 | $2,335+72.5% | $4,310-6.5% | $2,524+59.6% |
| Participant deferral / active EE | $3,795 | $3,557+6.7% | $7,107-46.6% | $4,232-10.3% |
| Admin fee / account holder | $43 | $92-53.6% | $5,158-99.2% | $114-62.4% |