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 USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $16,518 |
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT ADVISORS Service code 22 | Insurance Broker | $13,456 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 22 | Insurance Broker | $2,930 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,737 | $58,264-45.5% | $86,612-63.4% | $71,457-55.6% |
| Participation rate | 99.2% | 65.0%+34.2pp | 71.7%+27.5pp | 67.9%+31.3pp |
| Annual return | 10.33% | 21.63%-11.3pp | 591.07%-580.7pp | 28.85%-18.5pp |
| Employer contribution / active EE | $2,448 | $2,574-4.9% | $3,022-19.0% | $2,588-5.4% |
| Participant deferral / active EE | $2,634 | $3,436-23.4% | $4,438-40.7% | $4,289-38.6% |
| Admin fee / account holder | $214 | $1,057-79.8% | $5,614-96.2% | $1,587-86.5% |