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 9-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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 200 BERKELEY STREET · BOSTON, MA 02210 | Recordkeeping | $116,501 |
Filed as: ONEDIGITAL INVESTMENTS Service code 11 · EIN 43-1451524 200 MOTOR PARKWAY, SUITE A-7 · HAUPPAUGE, NY 11788 | Actuarial | $40,713 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 200 MOTOR PARKWAY, SUITE A-7 · HAUPPAUGE, NY 11788 | Advisory (Plan) | $37,165 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $2,795 |
TRACHTENBERG & PAUKER1 year Service code 10 · EIN 11-2478841 100 CROSSWAYS PARK WEST · WOODBURY, NY 11797 | Accounting | $2,192 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $59,442 | $99,078-40.0% | $96,544-38.4% | $74,419-20.1% |
| Participation rate | 95.2% | 80.7%+14.5pp | 76.0%+19.2pp | 70.7%+24.4pp |
| Annual return | 17.08% | 22.48%-5.4pp | 25.84%-8.8pp | 34.38%-17.3pp |
| Employer contribution / active EE | $1,729 | $2,570-32.7% | $2,965-41.7% | $2,637-34.4% |
| Participant deferral / active EE | $5,698 | $4,933+15.5% | $4,851+17.5% | $4,528+25.8% |
| Admin fee / account holder | $182 | $225-19.0% | $8,252-97.8% | $348-47.7% |