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 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,988 |
Filed as: J.P. MORGAN SECURITIES LLC Service code 26 · EIN 13-4110995 JPM LOCKBOX 21002 · INDIANAPOLIS, IN 46244 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,118 | $77,899-30.5% | $149,673-63.8% | $75,163-28.0% |
| Participation rate | 75.0% | 65.6%+9.4pp | 78.8%-3.8pp | 67.2%+7.8pp |
| Annual return | 14.92% | 31.72%-16.8pp | 134.42%-119.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,243 | $3,137-28.5% | $4,818-53.4% | $2,670-16.0% |
| Participant deferral / active EE | $2,248 | $3,411-34.1% | $5,680-60.4% | $4,125-45.5% |
| Admin fee / account holder | $250 | $5,956-95.8% | $13,210-98.1% | $5,651-95.6% |