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 9-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 Service code 15 · EIN 01-0233346 | Recordkeeping | $19,061 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,345 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
SAGEPOINT FINANCIAL INC4 years Service code 33 · EIN 20-1741754 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,537 | $49,451-18.0% | $79,550-49.0% | $66,914-39.4% |
| Participation rate | 86.7% | 61.3%+25.3pp | 69.5%+17.2pp | 69.8%+16.9pp |
| Annual return | -14.82% | 84.25%-99.1pp | 0.16%-15.0pp | 1.58%-16.4pp |
| Employer contribution / active EE | $984 | $1,266-22.2% | $2,413-59.2% | $2,544-61.3% |
| Participant deferral / active EE | $4,222 | $3,159+33.7% | $3,985+5.9% | $4,237-0.3% |
| Admin fee / account holder | $96 | $595-83.9% | $6,832-98.6% | $593-83.8% |