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 | $45,343-52.4% | $150,298-85.6% | $67,986-68.2% |
| Participation rate | 75.1% | 51.9%+23.3pp | 77.8%-2.6pp | 57.2%+17.9pp |
| Annual return | 27.24% | 33.28%-6.0pp | 62.79%-35.5pp | 31.67%-4.4pp |
| Employer contribution / active EE | $1,448 | $1,462-0.9% | $4,154-65.1% | $2,019-28.3% |
| Participant deferral / active EE | $2,758 | $2,055+34.2% | $5,453-49.4% | $3,358-17.9% |
| Admin fee / account holder | $180 | $2,250-92.0% | $14,116-98.7% | $3,203-94.4% |