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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $196,261 |
SMITH & HOWARD, PC2 years Filed as: SMITH BROTHERS FINANCIAL, LLC Service code 26 · EIN 06-1517948 | Advisory (Participants) | $60,000 |
ADP BROKER-DEALER10+ years Filed as: PENSION CONSULTANTS, INC. Service code 12 · EIN 06-1504963 | Claims processing | $22,800 |
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 | $60,290 | $45,031+33.9% | $84,966-29.0% | $77,643-22.3% |
| Participation rate | 99.1% | 48.7%+50.4pp | 67.5%+31.6pp | 70.6%+28.5pp |
| Annual return | 11.50% | 79.22%-67.7pp | 66.38%-54.9pp | 31.24%-19.7pp |
| Employer contribution / active EE | $4,253 | $1,609+164.3% | $2,727+56.0% | $2,726+56.0% |
| Participant deferral / active EE | $4,027 | $2,807+43.4% | $4,519-10.9% | $4,647-13.4% |
| Admin fee / account holder | $276 | $912-69.7% | $6,149-95.5% | $430-35.8% |