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 | $30,295 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH Service code 27 5155 PEACHTREE PKWY SUITE 3220 · NORCROSS, GA 30092 | Advisory (Plan) | $29,413 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,604 | $87,870-44.7% | $113,168-57.1% | $74,304-34.6% |
| Participation rate | 97.7% | 70.7%+27.0pp | 76.6%+21.2pp | 60.3%+37.4pp |
| Annual return | 13.32% | 26.44%-13.1pp | 24.27%-10.9pp | 29.43%-16.1pp |
| Employer contribution / active EE | $2,367 | $2,277+4.0% | $2,975-20.4% | $2,241+5.6% |
| Participant deferral / active EE | $4,211 | $4,241-0.7% | $5,107-17.5% | $3,767+11.8% |
| Admin fee / account holder | $256 | $3,368-92.4% | $12,068-97.9% | $2,969-91.4% |