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, LLC5 years Service code 27 · EIN 81-4958026 | Advisory (Plan) | $50,000 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $43,643 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,272 | $73,360-23.3% | $177,989-68.4% | $74,495-24.5% |
| Participation rate | 96.3% | 66.6%+29.7pp | 77.1%+19.2pp | 67.2%+29.1pp |
| Annual return | 9.91% | 17.49%-7.6pp | 294.48%-284.6pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $2,978 | $2,216+34.4% | $3,949-24.6% | $2,623+13.5% |
| Participant deferral / active EE | $5,717 | $4,513+26.7% | $6,276-8.9% | $4,346+31.5% |
| Admin fee / account holder | $287 | $1,808-84.1% | $10,363-97.2% | $1,942-85.2% |