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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $183,161 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 400 TRADECENTER · WOBURN, MA 01801 | Advisory (Plan) | $65,000 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $46,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,558 | $54,193+152.0% | $93,654+45.8% | $77,671+75.8% |
| Participation rate | 97.6% | 63.9%+33.6pp | 68.7%+28.8pp | 70.6%+27.0pp |
| Annual return | 13.70% | 30.54%-16.8pp | 133.34%-119.6pp | 31.21%-17.5pp |
| Employer contribution / active EE | $1,875 | $1,168+60.5% | $2,421-22.6% | $2,726-31.2% |
| Participant deferral / active EE | $6,801 | $3,144+116.3% | $4,413+54.1% | $4,648+46.3% |
| Admin fee / account holder | $237 | $576-58.8% | $8,282-97.1% | $430-44.8% |