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 | $191,000 |
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 | $47,673 | $84,993-43.9% | $129,995-63.3% | $80,160-40.5% |
| Participation rate | 99.1% | 79.5%+19.5pp | 78.5%+20.6pp | 72.9%+26.1pp |
| Annual return | 16.53% | 23.76%-7.2pp | -137.18%+153.7pp | 40.38%-23.9pp |
| Employer contribution / active EE | $2,552 | $3,051-16.4% | $4,320-40.9% | $2,978-14.3% |
| Participant deferral / active EE | $4,269 | $4,984-14.3% | $5,820-26.7% | $5,017-14.9% |
| Admin fee / account holder | $140 | $391-64.1% | $10,614-98.7% | $145-3.2% |