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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,783 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $14,968 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,445 | $101,317-8.8% | $146,958-37.1% | $74,495+24.1% |
| Participation rate | 98.4% | 75.5%+22.9pp | 82.2%+16.3pp | 67.2%+31.2pp |
| Annual return | 17.57% | 8730.91%-8713.3pp | 418.34%-400.8pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $1,583 | $3,810-58.4% | $4,933-67.9% | $2,623-39.6% |
| Participant deferral / active EE | $8,516 | $7,303+16.6% | $8,070+5.5% | $4,346+96.0% |
| Admin fee / account holder | $238 | $1,739-86.3% | $12,998-98.2% | $1,942-87.8% |