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 SERVIC Service code 28 · EIN 01-0233346 | Investment Management | $205,075 |
WILSON-MCSHANE CORPORATION11+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $38,938 |
MEKETA INVESTMENT GROUP11+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $37,138 |
Filed as: SHUMAKER, LOOP, & KENDRICK LLP Service code 29 · EIN 34-4439491 | Legal | $20,630 |
CLIFTONLARSONALLEN LLP11+ years Service code 10 · EIN 41-0746749 | Accounting | $11,235 |
US BANK1 year Service code 21 · EIN 41-0417860 | Bank Trustee | $6,744 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,196 | $103,641+39.1% | $107,525+34.1% | $102,872+40.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 15.75% | 13.08%+2.7pp | 181.32%-165.6pp | 19.06%-3.3pp |
| Employer contribution / active EE | $11,843 | $5,096+132.4% | $3,754+215.5% | $3,526+235.8% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $112 | $276-59.4% | $8,919-98.7% | $292-61.7% |