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 | $39,364 |
CARSON WEALTH2 years Filed as: CARSON WEALTH MANAGEMENT Service code 27 · EIN 27-4011107 | Advisory (Plan) | $28,785 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,696 | $82,130-39.5% | $453,369-89.0% | $79,386-37.4% |
| Participation rate | 95.0% | 73.4%+21.7pp | 78.0%+17.0pp | 70.7%+24.3pp |
| Annual return | 16.35% | 345.31%-329.0pp | 64.40%-48.0pp | 116.85%-100.5pp |
| Employer contribution / active EE | $2,850 | $2,659+7.2% | $4,070-30.0% | $2,427+17.4% |
| Participant deferral / active EE | $5,313 | $4,314+23.2% | $6,209-14.4% | $4,046+31.3% |
| Admin fee / account holder | $245 | $531-53.8% | $11,209-97.8% | $626-60.9% |