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 Service code 15 · EIN 01-0233346 | Recordkeeping | $201,492 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $52,000 |
CALVETTI FERGUSON9 years Service code 10 · EIN 13-4255527 | Accounting | $22,470 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,963 | $103,975-47.1% | $183,328-70.0% | $103,975-47.1% |
| Participation rate | 93.0% | 72.5%+20.5pp | 77.3%+15.7pp | 72.5%+20.5pp |
| Annual return | 17.01% | 19.41%-2.4pp | 29.67%-12.7pp | 19.41%-2.4pp |
| Employer contribution / active EE | $2,147 | $3,722-42.3% | $5,055-57.5% | $3,722-42.3% |
| Participant deferral / active EE | $6,552 | $5,343+22.6% | $6,795-3.6% | $5,343+22.6% |
| Admin fee / account holder | $139 | $332-58.1% | $21,427-99.4% | $332-58.1% |