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 Service code 15 · EIN 01-0233346 | Recordkeeping | $1,475 |
SUNTRUST BANKS, INC.8 years Filed as: THE STERLING GROUP, LLC Service code 61 | Finders' fees / placement fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,661 | $51,045+87.4% | $70,515+35.7% | $71,457+33.9% |
| Participation rate | 93.9% | 59.4%+34.5pp | 68.3%+25.6pp | 67.9%+26.0pp |
| Annual return | 14.81% | 42.63%-27.8pp | 32.77%-18.0pp | 28.85%-14.0pp |
| Employer contribution / active EE | $3,340 | $1,790+86.6% | $2,973+12.3% | $2,588+29.1% |
| Participant deferral / active EE | $6,032 | $3,026+99.3% | $4,567+32.1% | $4,289+40.6% |
| Admin fee / account holder | $8 | $1,994-99.6% | $6,412-99.9% | $1,587-99.5% |