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 | $16,862 |
Filed as: SAGEVIEW ADVISOR Service code 22 | Insurance Broker | $15,864 |
Filed as: HOLTHOUSE CARLI Service code 22 | Insurance Broker | $8,595 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 64 | Recordkeeping Fees | $200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,975 | $60,323-42.0% | $81,812-57.2% | $74,495-53.1% |
| Participation rate | 95.9% | 62.9%+33.0pp | 72.3%+23.5pp | 67.2%+28.7pp |
| Annual return | 13.66% | 16.90%-3.2pp | 773.79%-760.1pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,679 | $2,620-35.9% | $2,912-42.4% | $2,623-36.0% |
| Participant deferral / active EE | $2,810 | $3,387-17.1% | $4,319-34.9% | $4,346-35.3% |
| Admin fee / account holder | $228 | $1,486-84.6% | $7,386-96.9% | $1,942-88.3% |