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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $202,359 |
PENSION ASSURANCE LLP1 year Filed as: PENSION CUNSULTANTS Service code 27 · EIN 43-1685158 300 S CAMPBELL AVE · SPRINGFIELD, MO 65806 | Advisory (Plan) | $27,000 |
WILLIAMS KEEPERS LLC7+ years Service code 27 · EIN 43-1126847 | Advisory (Plan) | $14,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,781 | $47,278+51.8% | $124,672-42.4% | $93,030-22.8% |
| Participation rate | 83.5% | 51.1%+32.5pp | 74.6%+8.9pp | 73.9%+9.6pp |
| Annual return | 14.76% | 15.27%-0.5pp | 5142.93%-5128.2pp | 158.70%-143.9pp |
| Employer contribution / active EE | $1,066 | $937+13.7% | $3,324-67.9% | $2,706-60.6% |
| Participant deferral / active EE | $3,772 | $1,786+111.2% | $4,614-18.3% | $4,562-17.3% |
| Admin fee / account holder | $121 | $108+11.7% | $7,493-98.4% | $152-20.2% |