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 |
|---|---|---|
INDEPENDENT CAPITAL1 year Service code 28 1401 DOVE STREET · NEWPORT BEACH, CA 92660 | Investment Management | $99,165 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $10,050 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Employer contribution per participant 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 | $64,901 | $106,110-38.8% | $147,005-55.9% | $77,671-16.4% |
| Participation rate | 96.4% | 78.4%+18.0pp | 82.2%+14.2pp | 70.6%+25.8pp |
| Annual return | 17.08% | 56.77%-39.7pp | 418.76%-401.7pp | 31.21%-14.1pp |
| Employer contribution / active EE | $2 | $4,065-100.0% | $4,934-100.0% | $2,726-99.9% |
| Participant deferral / active EE | $12,161 | $7,992+52.2% | $8,070+50.7% | $4,648+161.7% |
| Admin fee / account holder | $249 | $338-26.3% | $13,006-98.1% | $430-42.2% |