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 | $102,872-46.6% | $180,183-69.5% | $102,872-46.6% |
| Participation rate | 93.0% | 73.0%+20.0pp | 77.4%+15.6pp | 73.0%+20.0pp |
| Annual return | 17.01% | 19.06%-2.0pp | 27.86%-10.9pp | 19.06%-2.0pp |
| Employer contribution / active EE | $2,147 | $3,526-39.1% | $5,039-57.4% | $3,526-39.1% |
| Participant deferral / active EE | $6,552 | $5,535+18.4% | $6,822-4.0% | $5,535+18.4% |
| Admin fee / account holder | $139 | $292-52.4% | $19,975-99.3% | $292-52.4% |