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 | $85,515-43.2% | $112,040-56.6% | $67,986-28.5% |
| Participation rate | 97.7% | 68.2%+29.5pp | 76.5%+21.2pp | 57.2%+40.5pp |
| Annual return | 13.32% | 29.68%-16.4pp | 24.52%-11.2pp | 31.67%-18.3pp |
| Employer contribution / active EE | $2,367 | $2,191+8.0% | $2,954-19.9% | $2,019+17.3% |
| Participant deferral / active EE | $4,211 | $4,014+4.9% | $5,098-17.4% | $3,358+25.4% |
| Admin fee / account holder | $256 | $3,774-93.2% | $12,098-97.9% | $3,203-92.0% |