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 | $850 |
SUNTRUST BANKS, INC.9 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 | $94,914 | $54,517+74.1% | $75,972+24.9% | $74,495+27.4% |
| Participation rate | 93.4% | 60.3%+33.1pp | 69.1%+24.3pp | 67.2%+26.2pp |
| Annual return | 12.76% | 31.82%-19.1pp | 359.55%-346.8pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $3,342 | $1,777+88.1% | $2,685+24.5% | $2,623+27.4% |
| Participant deferral / active EE | $5,500 | $3,066+79.4% | $4,255+29.3% | $4,346+26.6% |
| Admin fee / account holder | $4 | $2,229-99.8% | $6,467-99.9% | $1,942-99.8% |