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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,150 |
Filed as: JONH HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $168 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,399 | $42,901+92.1% | $91,220-9.7% | $64,808+27.1% |
| Participation rate | 86.9% | 68.1%+18.7pp | 73.2%+13.7pp | 71.5%+15.4pp |
| Annual return | -15.30% | -13.53%-1.8pp | 114.01%-129.3pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,879 | $1,571+19.6% | $2,850-34.1% | $2,506-25.0% |
| Participant deferral / active EE | $3,248 | $3,501-7.2% | $4,234-23.3% | $4,310-24.6% |
| Admin fee / account holder | $62 | $131-52.8% | $5,420-98.9% | $188-67.1% |