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 RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $230,688 |
KPMG LLP4+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $53,750 |
FORVIS MAZARS, LLP1 year Filed as: MAZARS USA Service code 17 135 WEST 50TH STREET · NEW YORK, NY 10020 | Pension Consulting | $18,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,929 | $82,546+45.3% | $140,016-14.3% | $75,289+59.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | -5.31% | -0.36%-4.9pp | 651.12%-656.4pp | -0.04%-5.3pp |
| Employer contribution / active EE | $9,299 | $3,856+141.2% | $5,606+65.9% | $2,405+286.7% |
| Participant deferral / active EE | $11,559 | $5,731+101.7% | $6,927+66.9% | $3,739+209.2% |
| Admin fee / account holder | $165 | $86+91.9% | $10,705-98.5% | $102+60.9% |