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 |
|---|---|---|
ADP BROKER-DEALER8+ years Filed as: PENSION CONSULTANTS, INC. Service code 12 · EIN 06-1504963 | Claims processing | $38,098 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $14,012 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $9,200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,619 | $34,677+57.5% | $77,024-29.1% | $64,808-15.7% |
| Participation rate | 98.4% | 49.8%+48.5pp | 67.9%+30.5pp | 71.5%+26.9pp |
| Annual return | -17.09% | -5.33%-11.8pp | 42.32%-59.4pp | 32.82%-49.9pp |
| Employer contribution / active EE | $3,810 | $1,370+178.1% | $2,812+35.5% | $2,506+52.1% |
| Participant deferral / active EE | $3,465 | $2,556+35.5% | $4,426-21.7% | $4,310-19.6% |
| Admin fee / account holder | $75 | $179-58.0% | $5,425-98.6% | $188-60.1% |