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 | $71,845 |
MEKETA INVESTMENT GROUP9+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $40,000 |
WILSON-MCSHANE CORPORATION9+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $34,178 |
Filed as: SHUMAKER, LOOP, & KENDRICK LLP Service code 29 · EIN 34-4439491 | Legal | $21,388 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $19,740 |
MCGRANN SHEA CARNIVAL STRAUGHN & LA9+ years Service code 29 · EIN 41-1654544 | Legal | $16,320 |
SECURIAN FINANCIAL SERVICES INC8+ years Filed as: SECURIAN FINANCIAL GROUP Service code 28 · EIN 41-0417830 | Investment Management | $11,345 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,135 | $88,480+24.5% | $96,683+13.9% | $80,160+37.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 18.88% | 22.53%-3.6pp | 35.69%-16.8pp | 40.38%-21.5pp |
| Employer contribution / active EE | $9,774 | $4,176+134.0% | $3,737+161.6% | $2,978+228.2% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $89 | $212-58.1% | $6,730-98.7% | $145-38.7% |