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 6-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 RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $265,549 |
Filed as: ALERA INVESTMENTS Service code 27 THREE PARKWAY NORTH · DEERFIELD, IL 60015 | Advisory (Plan) | $9,225 |
BONADIO & CO., LLP1 year Filed as: THE BONADIO GROUP, CPAS, CONSULTANT Service code 10 · EIN 16-1131146 | Accounting | $9,131 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,392 | $89,178+9.2% | $91,541+6.4% | $102,872-5.3% |
| Participation rate | 93.1% | 79.7%+13.5pp | 69.8%+23.3pp | 73.0%+20.1pp |
| Annual return | 61.84% | 14.52%+47.3pp | 20.50%+41.3pp | 19.06%+42.8pp |
| Employer contribution / active EE | $6,150 | $3,455+78.0% | $2,505+145.5% | $3,526+74.4% |
| Participant deferral / active EE | $5,904 | $4,657+26.8% | $4,008+47.3% | $5,535+6.7% |
| Admin fee / account holder | $98 | $134-26.9% | $6,956-98.6% | $292-66.4% |