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 SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $112,252 |
FORVIS MAZARS, LLP1 year Filed as: MAZARS USA LLP Service code 99 · EIN 13-1459550 | Other Fees | $53,000 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $47,497 |
DELOITTE & TOUCHE LLP1 year Service code 99 · EIN 13-3891517 | Other Fees | $6,855 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,818 | $118,337+70.5% | $189,513+6.5% | $93,030+116.9% |
| Participation rate | 99.1% | 89.1%+10.0pp | 87.8%+11.3pp | 73.9%+25.2pp |
| Annual return | 14.36% | 21.77%-7.4pp | 555.15%-540.8pp | 158.70%-144.3pp |
| Employer contribution / active EE | $10,750 | $4,204+155.7% | $6,162+74.5% | $2,706+297.3% |
| Participant deferral / active EE | $13,237 | $7,123+85.8% | $8,221+61.0% | $4,562+190.1% |
| Admin fee / account holder | $130 | $100+30.8% | $12,045-98.9% | $152-14.1% |