See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER7+ years Filed as: PENSION CONSULTANTS, INC. Service code 12 · EIN 06-1504963 | Claims processing | $78,006 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $13,470 |
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 | $65,846 | $41,647+58.1% | $96,139-31.5% | $86,799-24.1% |
| Participation rate | 98.1% | 50.2%+47.9pp | 68.4%+29.6pp | 72.3%+25.8pp |
| Annual return | 12.98% | 27.24%-14.3pp | 191.94%-179.0pp | 97.91%-84.9pp |
| Employer contribution / active EE | $3,698 | $1,318+180.7% | $2,797+32.2% | $2,405+53.7% |
| Participant deferral / active EE | $3,212 | $2,412+33.1% | $4,349-26.2% | $4,131-22.3% |
| Admin fee / account holder | $82 | $169-51.7% | $5,537-98.5% | $170-51.7% |