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 | $192,557 |
WILSON-MCSHANE CORPORATION10+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $33,904 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $19,738 |
Filed as: SHUMAKER, LOOP, & KENDRICK LLP Service code 29 · EIN 34-4439491 | Legal | $15,919 |
MEKETA INVESTMENT GROUP10+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,143 | $241,101-46.4% | $103,333+25.0% | $199,593-35.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 15.00% | 17.80%-2.8pp | 24.88%-9.9pp | 34.25%-19.3pp |
| Employer contribution / active EE | $10,185 | $4,244+140.0% | $3,868+163.3% | $3,034+235.7% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $106 | $288-63.0% | $8,355-98.7% | $269-60.5% |