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 3-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 SERVIC Service code 19 · EIN 01-0233346 | Securities Custodian | $52,471 |
PINPOINT FINANCIAL, LLC3+ years Service code 14 · EIN 26-2183269 | Plan Administrator | $12,493 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,687 | $132,049-15.4% | $200,582-44.3% | $74,304+50.3% |
| Participation rate | 94.2% | 84.1%+10.1pp | 86.9%+7.3pp | 60.3%+33.8pp |
| Annual return | 17.13% | 22.22%-5.1pp | 42.33%-25.2pp | 29.43%-12.3pp |
| Employer contribution / active EE | $2,369 | $4,558-48.0% | $6,419-63.1% | $2,241+5.7% |
| Participant deferral / active EE | $6,568 | $7,213-8.9% | $9,331-29.6% | $3,767+74.3% |
| Admin fee / account holder | $264 | $2,405-89.0% | $16,305-98.4% | $2,969-91.1% |