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 |
|---|---|---|
WELFARE & PENSION ADMIN SERVICE INC10+ years Service code 13 · EIN 91-1363171 | Contract Administrator | $739,755 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 15 · EIN 01-0233346 | Recordkeeping | $441,676 |
Service code 29 · EIN 91-0889948 | Legal | $51,556 |
VERUS10+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $27,083 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $21,174 |
RAEL & LETSON10+ years Service code 11 · EIN 94-1701048 | Actuarial | $11,455 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $77,200 | $117,739-34.4% | $107,525-28.2% | $117,739-34.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 75.1%+24.9pp | 76.6%+23.4pp |
| Annual return | 10.43% | 17.29%-6.9pp | 181.32%-170.9pp | 17.29%-6.9pp |
| Employer contribution / active EE | $3,522 | $3,746-6.0% | $3,754-6.2% | $3,746-6.0% |
| Participant deferral / active EE | $1,757 | $6,128-71.3% | $5,116-65.7% | $6,128-71.3% |
| Admin fee / account holder | $169 | $112+51.0% | $8,919-98.1% | $112+51.0% |