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 | $37,659 |
CARSON WEALTH3 years Filed as: CARSON WEALTH MANAGEMENT Service code 27 · EIN 27-4011107 | Advisory (Plan) | $26,571 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,151 | $69,848-49.7% | $115,756-69.6% | $66,914-47.5% |
| Participation rate | 98.6% | 70.6%+27.9pp | 77.1%+21.5pp | 69.8%+28.8pp |
| Annual return | -16.14% | 969.66%-985.8pp | 143.14%-159.3pp | 1.58%-17.7pp |
| Employer contribution / active EE | $3,152 | $2,613+20.7% | $3,793-16.9% | $2,544+23.9% |
| Participant deferral / active EE | $6,191 | $4,274+44.9% | $6,254-1.0% | $4,237+46.1% |
| Admin fee / account holder | $196 | $337-41.7% | $8,124-97.6% | $593-66.9% |