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: JASON A PRATTES FINANCIAL INC Service code 27 420 NEWPORT CENTER DR · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $41,345 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 80-0709115 690 CANTON ST · WESTWOOD, MA 02090 | Recordkeeping | $32,947 |
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 | $64,384 | $86,655-25.7% | $119,609-46.2% | $66,914-3.8% |
| Participation rate | 89.1% | 75.6%+13.6pp | 79.3%+9.9pp | 69.8%+19.3pp |
| Annual return | -18.69% | -8.00%-10.7pp | -14.97%-3.7pp | 1.58%-20.3pp |
| Employer contribution / active EE | $2,075 | $2,536-18.2% | $4,232-51.0% | $2,544-18.4% |
| Participant deferral / active EE | $5,372 | $4,358+23.3% | $5,602-4.1% | $4,237+26.8% |
| Admin fee / account holder | $288 | $755-61.8% | $10,323-97.2% | $593-51.5% |