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 LIFE INS. CO. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $775 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $0 |
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 | $52,724 | $88,515-40.4% | $162,163-67.5% | $67,579-22.0% |
| Participation rate | 81.4% | 86.8%-5.4pp | 87.6%-6.1pp | 71.3%+10.2pp |
| Annual return | 24.02% | 27.04%-3.0pp | 115.59%-91.6pp | 378.56%-354.5pp |
| Employer contribution / active EE | $2,163 | $3,563-39.3% | $5,614-61.5% | $2,148+0.7% |
| Participant deferral / active EE | $4,949 | $5,724-13.5% | $7,298-32.2% | $3,539+39.8% |
| Admin fee / account holder | $274 | $124+121.5% | $10,843-97.5% | $142+92.5% |