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 RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $121,393 |
PERSIUM ADVISORS LLC5 years Filed as: PERSIUM ADVISOR Service code 27 · EIN 11-3695054 | Advisory (Plan) | $34,827 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,259 | $42,886-50.4% | $88,946-76.1% | $85,563-75.2% |
| Participation rate | 90.3% | 37.9%+52.4pp | 68.8%+21.4pp | 66.0%+24.3pp |
| Annual return | 22.30% | 44.56%-22.3pp | 57.82%-35.5pp | 31.51%-9.2pp |
| Employer contribution / active EE | $494 | $1,147-56.9% | $2,555-80.7% | $2,654-81.4% |
| Participant deferral / active EE | $2,988 | $2,108+41.8% | $4,581-34.8% | $4,375-31.7% |
| Admin fee / account holder | $142 | $2,263-93.7% | $8,261-98.3% | $834-82.9% |