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 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $24,202 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $8,449 |
ASSURANCE DIMENSIONS1 year Service code 10 · EIN 26-3429295 | Accounting | $5,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,606 | $49,915-56.7% | $154,803-86.0% | $74,304-70.9% |
| Participation rate | 75.1% | 54.0%+21.2pp | 78.1%-3.0pp | 60.3%+14.8pp |
| Annual return | 27.24% | 34.06%-6.8pp | 58.88%-31.6pp | 29.43%-2.2pp |
| Employer contribution / active EE | $1,448 | $1,611-10.1% | $4,305-66.4% | $2,241-35.4% |
| Participant deferral / active EE | $2,758 | $2,255+22.3% | $5,540-50.2% | $3,767-26.8% |
| Admin fee / account holder | $180 | $2,189-91.8% | $14,329-98.7% | $2,969-93.9% |