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 | $202,928 |
KPMG LLP5+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $69,650 |
FORVIS MAZARS, LLP2 years Filed as: MAZARS USA Service code 17 135 WEST 50TH STREET · NEW YORK, NY 10020 | Pension Consulting | $19,000 |
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 | $150,528 | $95,776+57.2% | $162,163-7.2% | $77,787+93.5% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 22.72% | 37.03%-14.3pp | 115.59%-92.9pp | 32.57%-9.9pp |
| Employer contribution / active EE | $10,534 | $3,874+171.9% | $5,614+87.7% | $2,504+320.6% |
| Participant deferral / active EE | $12,301 | $6,125+100.8% | $7,298+68.6% | $3,967+210.1% |
| Admin fee / account holder | $160 | $88+82.2% | $10,843-98.5% | $100+59.7% |