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 | $88,476 |
Filed as: ALERA INVESTMENT Service code 27 3 PARKWAY NORTH · DEERFIELD, IL 60015 | Advisory (Plan) | $25,213 |
BONADIO & CO., LLP8+ years Filed as: BONADIO & COMPANY, LLP Service code 10 · EIN 16-1131146 | Accounting | $11,975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,457 | $61,756+22.2% | $70,092+7.7% | $77,904-3.1% |
| Participation rate | 96.0% | 79.9%+16.1pp | 70.5%+25.5pp | 73.7%+22.3pp |
| Annual return | -15.75% | -11.86%-3.9pp | 190.73%-206.5pp | 12.21%-28.0pp |
| Employer contribution / active EE | $4,253 | $2,706+57.1% | $2,559+66.2% | $2,848+49.3% |
| Participant deferral / active EE | $4,070 | $3,977+2.3% | $3,849+5.7% | $4,806-15.3% |
| Admin fee / account holder | $60 | $101-40.8% | $6,267-99.0% | $133-54.7% |