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 9-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 Service code 15 · EIN 01-0233346 | Recordkeeping | $134,060 |
Filed as: ALLLIANT RETIREMENT SERVICES LLC Service code 27 · EIN 33-0785439 | Advisory (Plan) | $60,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,785 | $91,746-47.9% | $146,665-67.4% | $93,030-48.6% |
| Participation rate | 99.6% | 80.9%+18.6pp | 80.1%+19.5pp | 73.9%+25.7pp |
| Annual return | 17.93% | 18.28%-0.4pp | 22.74%-4.8pp | 158.70%-140.8pp |
| Employer contribution / active EE | $2,151 | $2,815-23.6% | $4,136-48.0% | $2,706-20.5% |
| Participant deferral / active EE | $3,680 | $4,589-19.8% | $5,506-33.2% | $4,562-19.3% |
| Admin fee / account holder | $125 | $101+23.5% | $10,280-98.8% | $152-17.6% |