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 |
|---|---|---|
BDS CONSULTING GROUP, INC.3+ years Service code 15 · EIN 04-2547708 | Recordkeeping | $10,007 |
Filed as: JOHN HANCOCK LIFE INS. CO. (U.S.A) Service code 15 · EIN 01-0233346 | Recordkeeping | $5,080 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,754 | $71,666-41.7% | $117,854-64.6% | $69,631-40.0% |
| Participation rate | 97.5% | 77.5%+19.9pp | 79.7%+17.8pp | 70.7%+26.8pp |
| Annual return | 19.28% | 18.86%+0.4pp | 335.08%-315.8pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $1,885 | $1,889-0.2% | $3,786-50.2% | $2,032-7.2% |
| Participant deferral / active EE | $3,911 | $3,340+17.1% | $4,482-12.7% | $3,224+21.3% |
| Admin fee / account holder | $35 | $120-71.2% | $8,020-99.6% | $110-68.7% |