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 7-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 | $186,249 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS, LLC Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $29,226 |
ZODIAC POOL SYSTEMS LLC2 years Service code 99 · EIN 52-2195614 | Other Fees | $16,000 |
MERCER6 years Service code 28 1166 6TH AVENUE · NEW YORK, NY 10036 | Investment Management | $15,995 |
JGD & ASSOCIATES LLP1 year Filed as: JGD & ASSCOCIATES Service code 10 9191 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92122 | Accounting | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,345 | $110,282-32.6% | $102,438-27.4% | $199,768-62.8% |
| Participation rate | 96.2% | 86.3%+9.9pp | 76.5%+19.7pp | 72.0%+24.2pp |
| Annual return | 15.79% | 35.75%-20.0pp | 29.37%-13.6pp | 34.26%-18.5pp |
| Employer contribution / active EE | $2,828 | $3,603-21.5% | $3,024-6.5% | $3,037-6.9% |
| Participant deferral / active EE | $6,044 | $6,376-5.2% | $5,054+19.6% | $5,090+18.8% |
| Admin fee / account holder | $185 | $122+51.3% | $9,448-98.0% | $269-31.2% |