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 Service code 15 · EIN 01-0233346 | Recordkeeping | $107,205 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,798 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,496 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,793 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,739 | $56,102+177.6% | $101,794+53.0% | $102,872+51.4% |
| Participation rate | 90.1% | 70.4%+19.8pp | 69.2%+21.0pp | 73.0%+17.1pp |
| Annual return | 14.78% | 14.06%+0.7pp | 30.53%-15.7pp | 19.06%-4.3pp |
| Employer contribution / active EE | $1,829 | $1,380+32.5% | $2,289-20.1% | $3,526-48.1% |
| Participant deferral / active EE | $6,505 | $2,801+132.2% | $4,084+59.3% | $5,535+17.5% |
| Admin fee / account holder | $239 | $262-8.7% | $8,777-97.3% | $292-18.1% |