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 | $128,603-13.2% | $197,124-43.3% | $67,986+64.3% |
| Participation rate | 94.2% | 81.7%+12.5pp | 86.7%+7.5pp | 57.2%+37.0pp |
| Annual return | 17.13% | 23.77%-6.6pp | 44.34%-27.2pp | 31.67%-14.5pp |
| Employer contribution / active EE | $2,369 | $4,379-45.9% | $6,227-62.0% | $2,019+17.3% |
| Participant deferral / active EE | $6,568 | $6,840-4.0% | $9,135-28.1% | $3,358+95.6% |
| Admin fee / account holder | $264 | $3,035-91.3% | $16,298-98.4% | $3,203-91.8% |