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 |
|---|---|---|
OPEROSE ADVISORS, LLC4 years Service code 27 · EIN 81-4958026 | Advisory (Plan) | $50,000 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $38,014 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,855 | $65,390-23.8% | $169,368-70.6% | $71,457-30.2% |
| Participation rate | 93.9% | 67.0%+26.9pp | 77.1%+16.7pp | 67.9%+26.0pp |
| Annual return | 15.79% | 21.31%-5.5pp | 405.60%-389.8pp | 28.85%-13.1pp |
| Employer contribution / active EE | $2,665 | $2,079+28.2% | $4,013-33.6% | $2,588+3.0% |
| Participant deferral / active EE | $4,972 | $4,367+13.9% | $6,221-20.1% | $4,289+15.9% |
| Admin fee / account holder | $279 | $1,324-79.0% | $9,003-96.9% | $1,587-82.5% |