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 9-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 SRVCS Service code 11 · EIN 01-0233346 | Actuarial | $127,612 |
AMERICAN FUNDS5 years Filed as: CAPITAL STRATEGIES GROUP, INC. Service code 27 · EIN 63-1207374 | Advisory (Plan) | $35,000 |
WINSTON & STRAWN LLP5 years Filed as: WINSTON & STRAWN Service code 29 28 STATE ST. · BOSTON, MA 02109 | Legal | $11,682 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $0 | $90,001-100.0% | $137,848-100.0% | $90,001-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 20.5%-20.5pp | 25.0%-25.0pp |
| Annual return | -48.68% | -17.67%-31.0pp | -20.18%-28.5pp | -17.67%-31.0pp |
| Employer contribution / active EE | $9,004 | $12,476-27.8% | $14,450-37.7% | $12,476-27.8% |
| Participant deferral / active EE | $0 | $0 | $2,996-100.0% | - |
| Admin fee / account holder | $0 | $611-100.0% | $698-100.0% | $611-100.0% |