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: SEIA, LLC Service code 27 · EIN 95-4806910 | Advisory (Plan) | $20,302 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $17,394 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,135 | $106,028-27.3% | $146,958-47.5% | $77,643-0.7% |
| Participation rate | 71.8% | 78.4%-6.5pp | 82.2%-10.3pp | 70.6%+1.3pp |
| Annual return | 24.90% | 56.73%-31.8pp | 418.34%-393.4pp | 31.24%-6.3pp |
| Employer contribution / active EE | $3,623 | $4,063-10.8% | $4,933-26.5% | $2,726+32.9% |
| Participant deferral / active EE | $7,335 | $7,990-8.2% | $8,070-9.1% | $4,647+57.8% |
| Admin fee / account holder | $190 | $337-43.8% | $12,998-98.5% | $430-55.9% |