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 | $169,183 |
FORVIS MAZARS, LLP3 years Filed as: MAZARS USA Service code 10 135 WEST 50TH STREET · NEW YORK, NY 10020 | Accounting | $28,726 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-5133500 | Accounting | $18,022 |
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 | $182,773 | $110,699+65.1% | $177,821+2.8% | $90,288+102.4% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 15.10% | 22.79%-7.7pp | 48.32%-33.2pp | 53.97%-38.9pp |
| Employer contribution / active EE | $11,819 | $4,118+187.0% | $5,918+99.7% | $2,524+368.2% |
| Participant deferral / active EE | $13,343 | $6,731+98.2% | $7,714+73.0% | $4,232+215.3% |
| Admin fee / account holder | $122 | $90+35.9% | $12,427-99.0% | $114+7.3% |