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 | $184,634 |
ARMANINO LLP2 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 6 CITY PLACE DRIVE, STE. 900 · ST. LOUIS, MO 63141 | Accounting | $17,535 |
ADP BROKER-DEALER9+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 300 S CAMPBELL AVE · SPRINGFIELD, MO 65806 | Advisory (Plan) | $13,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,039 | $50,287+33.3% | $112,229-40.3% | $80,160-16.4% |
| Participation rate | 85.7% | 52.9%+32.8pp | 72.4%+13.3pp | 72.9%+12.8pp |
| Annual return | 16.71% | 19.72%-3.0pp | 30.20%-13.5pp | 40.38%-23.7pp |
| Employer contribution / active EE | $1,181 | $1,211-2.4% | $3,430-65.6% | $2,978-60.3% |
| Participant deferral / active EE | $4,051 | $2,265+78.9% | $4,798-15.6% | $5,017-19.3% |
| Admin fee / account holder | $104 | $116-10.2% | $7,748-98.7% | $145-28.1% |