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 |
|---|---|---|
QBI, LLC2+ years Service code 13 · EIN 26-2768667 | Contract Administrator | $4,924 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $1,584 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,089 | $74,024-45.8% | $77,999-48.6% | $57,658-30.5% |
| Participation rate | 81.9% | 79.7%+2.2pp | 75.5%+6.4pp | 70.2%+11.7pp |
| Annual return | 7.59% | 12.14%-4.6pp | 425.96%-418.4pp | 5.13%+2.5pp |
| Employer contribution / active EE | $884 | $2,365-62.6% | $2,470-64.2% | $1,974-55.2% |
| Participant deferral / active EE | $1,744 | $3,533-50.7% | $3,497-50.1% | $3,061-43.0% |
| Admin fee / account holder | $24 | $93-74.7% | $5,480-99.6% | $95-75.0% |