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 | $46,721 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $21,540 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,098 | $50,956-42.9% | $96,562-69.9% | $86,799-66.5% |
| Participation rate | 85.4% | 65.2%+20.1pp | 69.8%+15.6pp | 72.3%+13.1pp |
| Annual return | 30.31% | 21.27%+9.0pp | 37.78%-7.5pp | 97.91%-67.6pp |
| Employer contribution / active EE | $745 | $1,111-32.9% | $2,356-68.4% | $2,405-69.0% |
| Participant deferral / active EE | $1,816 | $2,954-38.5% | $3,849-52.8% | $4,131-56.0% |
| Admin fee / account holder | $160 | $166-3.7% | $6,181-97.4% | $170-5.7% |