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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $39,792 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $10,763 |
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 | $84,511 | $71,802+17.7% | $133,980-36.9% | $57,658+46.6% |
| Participation rate | 96.8% | 85.5%+11.4pp | 87.1%+9.8pp | 70.2%+26.6pp |
| Annual return | 10.91% | 13.51%-2.6pp | 29.30%-18.4pp | 5.13%+5.8pp |
| Employer contribution / active EE | $4,655 | $3,161+47.2% | $5,211-10.7% | $1,974+135.8% |
| Participant deferral / active EE | $7,247 | $4,606+57.3% | $6,282+15.4% | $3,061+136.8% |
| Admin fee / account holder | $56 | $88-36.3% | $9,324-99.4% | $95-41.0% |