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: SAGEVIEW ADVISORS Service code 22 · EIN 33-0818667 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 92660 | Insurance Broker | $19,687 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $19,097 |
Filed as: HOLTHOUSE, CARLIN & VAN TRIGT, LLP Service code 22 · EIN 95-4345526 100 OCEANGATE · LONG BEACH, CA 90802 | Insurance Broker | $9,028 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 64 200 DRYDEN ROAD · DRESCHER, PA 19025 | Recordkeeping Fees | $3,751 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,551 | $56,317-24.4% | $71,209-40.2% | $74,304-42.7% |
| Participation rate | 95.5% | 55.1%+40.3pp | 73.8%+21.7pp | 60.3%+35.1pp |
| Annual return | 15.36% | 42.83%-27.5pp | 282.51%-267.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $4,139 | $2,160+91.6% | $2,721+52.1% | $2,241+84.7% |
| Participant deferral / active EE | $2,981 | $2,788+6.9% | $4,175-28.6% | $3,767-20.9% |
| Admin fee / account holder | $288 | $2,290-87.4% | $5,349-94.6% | $2,969-90.3% |