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 4-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 | $13,974 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 1660 OSHKOSH AVENUE, SUITE 200 · OSHKOSH, WI 54902 | Accounting | $13,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,654 | $72,607+107.5% | $90,749+66.0% | $66,914+125.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -9.97% | -12.28%+2.3pp | -12.16%+2.2pp | 1.58%-11.6pp |
| Employer contribution / active EE | $5,634 | $2,369+137.8% | $2,921+92.9% | $2,544+121.4% |
| Participant deferral / active EE | $6,038 | $3,977+51.8% | $4,564+32.3% | $4,237+42.5% |
| Admin fee / account holder | $72 | $707-89.9% | $8,445-99.2% | $593-87.9% |