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 6-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 | $20,180 |
Filed as: JASON UNDERWOOD Service code 10 · EIN 45-3976013 | Accounting | $8,500 |
Filed as: RAYMOND JAMES F Service code 27 · EIN 59-1237041 | Advisory (Plan) | $7,207 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,628 | $57,831-86.8% | $82,389-90.7% | $85,563-91.1% |
| Participation rate | 83.0% | 55.0%+28.0pp | 69.5%+13.5pp | 66.0%+17.0pp |
| Annual return | 18.14% | 17.86%+0.3pp | 28.67%-10.5pp | 31.51%-13.4pp |
| Employer contribution / active EE | $388 | $1,643-76.4% | $2,517-84.6% | $2,654-85.4% |
| Participant deferral / active EE | $2,194 | $3,118-29.6% | $4,155-47.2% | $4,375-49.9% |
| Admin fee / account holder | $129 | $1,391-90.7% | $7,231-98.2% | $834-84.5% |