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 |
|---|---|---|
QUALIFIED PLANS, LLC2+ years Filed as: QUALIFIED PLANS LLC Service code 15 · EIN 58-2605083 | Recordkeeping | $26,090 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,070 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,536 | $39,819+49.5% | $67,834-12.2% | $57,658+3.3% |
| Participation rate | 98.9% | 61.2%+37.6pp | 68.8%+30.1pp | 70.2%+28.6pp |
| Annual return | 19.18% | 9.19%+10.0pp | 138.47%-119.3pp | 5.13%+14.1pp |
| Employer contribution / active EE | $7,057 | $1,277+452.7% | $2,403+193.6% | $1,974+257.6% |
| Participant deferral / active EE | $4,845 | $2,209+119.3% | $3,160+53.3% | $3,061+58.3% |
| Admin fee / account holder | $66 | $84-20.8% | $4,622-98.6% | $95-29.9% |