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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,818 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $75 |
S B H U LIFE AGENCY INC2 years Service code 49 | Other Services | $0 |
SBHU LIFE AGENCY INC1 year Filed as: SBHU LIFE AGENCY Service code 49 · EIN 13-2896238 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,014 | $63,442+29.3% | $68,791+19.2% | $66,914+22.6% |
| Participation rate | 90.5% | 60.0%+30.5pp | 69.0%+21.5pp | 69.8%+20.7pp |
| Annual return | -15.49% | -8.29%-7.2pp | -6.38%-9.1pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,038 | $1,775-41.5% | $2,655-60.9% | $2,544-59.2% |
| Participant deferral / active EE | $3,657 | $2,945+24.2% | $3,941-7.2% | $4,237-13.7% |
| Admin fee / account holder | $23 | $577-96.1% | $4,932-99.5% | $593-96.2% |