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 3-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: ALLIANT INSURANCE SERVICES, INC. Service code 26 · EIN 33-0785439 | Advisory (Participants) | $116,747 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $85,877 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,920 | $48,698-7.8% | $93,606-52.0% | $199,593-77.5% |
| Participation rate | 87.3% | 63.5%+23.8pp | 68.7%+18.6pp | 72.0%+15.4pp |
| Annual return | 17.48% | 15.34%+2.1pp | 133.20%-115.7pp | 34.25%-16.8pp |
| Employer contribution / active EE | $2,406 | $1,135+111.9% | $2,420-0.6% | $3,034-20.7% |
| Participant deferral / active EE | $4,170 | $2,817+48.0% | $4,411-5.5% | $5,087-18.0% |
| Admin fee / account holder | $178 | $195-8.8% | $8,285-97.9% | $269-33.8% |