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 13 | Contract Administrator | $35,967 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $2,263 |
ALLIED CONSULTANTS, INC2 years Filed as: ALLIED CONSULTANTS, INC. Service code 15 · EIN 95-4171622 | Recordkeeping | $1,570 |
Service code 13 | Contract Administrator | $0 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,865 | $88,083-4.8% | $164,813-49.1% | $74,495+12.6% |
| Participation rate | 97.6% | 73.0%+24.6pp | 78.6%+19.0pp | 67.2%+30.4pp |
| Annual return | 13.91% | 17.26%-3.3pp | 69.93%-56.0pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $4,074 | $2,593+57.1% | $4,341-6.1% | $2,623+55.3% |
| Participant deferral / active EE | $6,540 | $4,498+45.4% | $6,031+8.4% | $4,346+50.5% |
| Admin fee / account holder | $258 | $2,234-88.5% | $12,690-98.0% | $1,942-86.7% |