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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $142,880 |
Filed as: CAPFINANCIAL PARTNERS,LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,663 | $87,125+0.6% | $108,410-19.1% | $86,799+1.0% |
| Participation rate | 92.5% | 80.5%+11.9pp | 80.1%+12.3pp | 72.3%+20.2pp |
| Annual return | 14.44% | 25.21%-10.8pp | 905.27%-890.8pp | 97.91%-83.5pp |
| Employer contribution / active EE | $3,317 | $2,477+33.9% | $3,558-6.8% | $2,405+37.9% |
| Participant deferral / active EE | $7,945 | $6,944+14.4% | $6,563+21.1% | $4,131+92.3% |
| Admin fee / account holder | $156 | $130+19.5% | $7,295-97.9% | $170-8.2% |