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 |
|---|---|---|
CONCORD WEALTH PARTNERS3 years Service code 26 · EIN 54-1987856 | Advisory (Participants) | $67,714 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $1,232 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,795 | $54,193+6.6% | $93,606-38.3% | $77,643-25.6% |
| Participation rate | 94.5% | 63.9%+30.6pp | 68.7%+25.8pp | 70.6%+23.9pp |
| Annual return | 20.09% | 30.54%-10.5pp | 133.20%-113.1pp | 31.24%-11.1pp |
| Employer contribution / active EE | $788 | $1,168-32.5% | $2,420-67.4% | $2,726-71.1% |
| Participant deferral / active EE | $5,261 | $3,144+67.4% | $4,411+19.3% | $4,647+13.2% |
| Admin fee / account holder | $161 | $576-72.1% | $8,285-98.1% | $430-62.7% |