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 |
|---|---|---|
ACORN CREEK CAPITAL1 year Service code 26 · EIN 92-3571102 | Advisory (Participants) | $21,298 |
Filed as: JOHN HANCOCK LIFE INS Service code 15 · EIN 01-0233346 | Recordkeeping | $930 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,169 | $102,317-39.2% | $146,958-57.7% | $80,856-23.1% |
| Participation rate | 80.6% | 75.8%+4.8pp | 82.2%-1.5pp | 67.6%+13.0pp |
| Annual return | 17.06% | 134.76%-117.7pp | 418.34%-401.3pp | 35.59%-18.5pp |
| Employer contribution / active EE | $2,656 | $3,713-28.5% | $4,933-46.2% | $2,755-3.6% |
| Participant deferral / active EE | $7,514 | $6,644+13.1% | $8,070-6.9% | $4,296+74.9% |
| Admin fee / account holder | $282 | $7,941-96.5% | $12,998-97.8% | $6,918-95.9% |